what do you think of STOR and storing stuff "outside the box" plus the rumors these guys are talking about on the STOR thread?
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To:TraderEd who wrote (126)
From: KG4 Saturday, May 12, 2001 10:48 AM
Respond to of 127
<<Has any one besides me heard a rumor of a potential EMC takeout at about $35? >>
Not me. Where did you hear this rumor?
It wouldn't surprise me though....it could explain why stor has bucked the down naz and had a nice run. Additionally, they are number 1 in the world at what they do, and at currebt levels, are valued pretty cheaply.....if I was emc or ntap, I would consider a buyout of this well established company, rather then joining in and competing against them. STOR has some huge customers and nobody can say nicer things about them. If I was looking to break into this particular segement of the market, I would seriously consider a buyout of stor, rather then competing against them.
Anyway......where did you hear the rumor.....a reliable source, or just some poster on raging bull$hit or something like that....in other words.....is it idiots just hyping and creating the rumor, or is there any substance to it.....normally, a rumor with substance will be grabbed by the likes of briefing.com, which trys to explain movements in stocks and possible reasons behind them......
anybody else hear this rumor?......and would it make sense for an emc or ntap to buyout STOR?
Keith |
