83% is owned by BCC)missed estimates by .01. Both rose. The stock prices of these two companies have been poor performers over the past two years for reasons common to the paper groups in general.I invested in them primarily because I see them as merger-ripe.BOP sells BCC's paper(BOP is BCC's largest customer) and is profitable.The dynamic here is one or the other is going to have to merge with someone.Watch for a stock buy back by BCC of BOP(the paper selling channel).If BCC could be more profitable with paper and BOP could get a better slice of that profit in its channel then BOP would be more profitable.One scenario: BCC merges and BOP is a channell for the new larger paper company.Or BOP merges with a Staples or a Depot and BCC has a new and larger channel. The bottom line is the two cannot help eachother enough in the current enviorement because both while good are not scaled right.Interesting isn't it? Thoughts?