As an LDP long for 2 years, I can confirm the quality of the firm and that they are trading near book. For awhile they were even trading at a discount of about 25% of the book value of their public holdings only.
Anyway, I see the more likely scenario being that companies such as MSFT and CSCO would employee LDP's services rather than buy them (see LDP's press release today to gather why I say this)
Anyway, the possibilities are very exciting. LDP announces earnings AUG. 14, should be around $5/shr.