RE: "5 BILLION SHARES that Cisco authorized at the Shareholders meeting - with NO stock split involved ?
That 5 Billion Shares - coupled with Cisco's current stock price of about $88 - gives them the CAPITAL to make a BUYOUT offer on Intel"
Hi Paul,
NOOO WAAAYYY You are observant
If this were to happen, it better be a BIIIIIGGGGGGG premium. I've counted (buttoms-up est of market opps) about two splits-worth of INTC to possibly happen in a reasonable period of time (at least, reasonable for me), barring bizarre economics. So, I hope INTC would WAIT until that happens, then sell, not before...also, waiting might be a great way to let LU's cash build up to create an aggressive bidding war.
However, I like Intel just the way it is. I see way too many opportunities for Intel - which appear to be better than what any MNA could possibly yield IMHO. Sure, if a buyout can recover two splits-worth, fine, but otherwise, I wouldn't be for it.
Edit: You were just kidding, weren't you?
Edit #2: Cisco spends a lot on acquisitions - I think they need to put their money into another direction - where they currently lack - that's what the $5B is probably for - their other acquisitions. You had me there for a minute there.
Amy J |
