I don't know about BBBB, it would be a complementary fit at first glance. I do know that Cisco has put together an acquisition team, they have a list, and right now Smart is on it-among a dozen or so others. The education market is hugely important for companies like Cisco with lots of cash, an established marketing pipeline, but not enough products to fill it. Not only for the expanded educational opportunities for children but also for the brand exposure to those who will become adult buyers of other Cisco or whoever's product. That's all I'm saying. And I really think the panic overselling raised the interest for a buyout. I mean if you were planning on buying a particular tv for 1750 and all of a sudden it appears in an open box with a minor scratch on the case for half price, you're gonna snap it up and say thank you Jesus.
I totally agree. Smt is a gift right now if someone like Csco or Dell could work out a deal. Your point about gaining a foothold with students is a good corporate strategy. Remember, that's how Apple started out. They got into the schools and developed product loyalty with teachers as well as the students who have become today's consumers. Smt may bounce around at these levels due to tax sales, but I expect to see it move up strongly at the end of the year, buyout or not. IMHO.