I am surprised that no one has talked about the reversal by Cysco that it would not acquire EMC. They are to partner up to compete with Dell, IBM, and HP. All of them have taken a hit today. There was some talk on this board that Cysco could not buy BRCD because of anti-trust concerns. What are your opinions now? It looks like to me, that the more BRCD signs with more and more companies, the less likely it is to be bought. Too many different synergies to maintain. What are your feelings. Thanks
Fair value PPS 9.50ish average + 50-60% premium = mid teens. I think the want high teens and they may get it if the stock breaks and holds 10 but it had difficulty in the 9.00's so who knows?. One thing for sure they are perfectly positioned for datacenter buildouts as we transition to cloud computing etc.