from the product point of view it was the right time for the deal....
I personally don't care about 1-3 months of sideward movement if the way thenafter is up, up, up...
I, too, think that from the product point of view, it was probably the right thing to do. However, it would have remained the right thing to do three months from now. In fact, if USRX had focused on making x2 a bit hit, it might have even extracted more.
Now, I feel we are all in for atleast 9 - 12 months. Q1 results will have no impact, because 3COM has already said theirs will not be too good, and USRX is tied to a large extent to 3COM price. The quarter after that, assuming no other shocks, will be the first with combined earnings, and no one will really know what to make of it. That takes us atleast to October, but XMas will be right around the corner then, so I'll bet my last dollar that the darn thing don't move until Feb of 98.
That is, I'll bet my last dollar if I have any left to bet...
Milan |
