If CI wins the DELL fight does anyone think maybe thats why he bought NUAN? Anyone remember the oriinal Startreck when Scotty only talked to his computer? Iknow it's big speculation but Nuan software in every Dell comp, laptop and tablet would be a major revenue source. There is lots of talk that the future is a cross between a tablet and phone (phablet). So the question, If Icahn gets Dell is NUAN a screaming buy?
I totally agree. Nuan is ripe for the picking, especially if the company struggles again this quarter. I wouldn't be surprised to see Ricci pull a rabbit out of his hat though, especially if Nuan has been aggressively buying back stock. I think Ricci knows his days would be numbered if Icahn becomes an activist. I bought a few thousand shares near the lows, and I intend to sit back and let this thing play itself out. Good luck!