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Nuance Communications (NUAN) Message Board

  • wolfmanran wolfmanran Apr 30, 2013 9:12 AM Flag

    One silver lining of this 14% drop today is..

    At least Icahn can accumulate more shares at a cheaper price and then possibly boot the personnel responsible for the poor execution of the management plan.

    I'm long at $20.36, and might buy some more today, depending on the price action.

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    • The best thing I read this morning: "We think the weakness that the shares likely will encounter today could lead to two things - investor Carl Icahn will go from passive to active or the recent chatter of a strategic alternative becomes even more of a possibility," Oppenheimer analyst Shaul Eyal said.

      In either case Ricci deserves the boot or a boot in the rear from Ichan. On the second point, if any company seriously considered buying NUAN, now is the best chance they're going to get.

    • Management plan was/is to pay too much for too little. Icahn knows who is responsible.

 
NUAN
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