Brian,
I agree AVNX would be a huge pill to swallow, however, I believe Wall Street would look extremely favorably on the deal. Remember the Cisco deal? Everyone laughed real loud, right? Now, I can't hear enough how it is the best stock in the f-in world, IMO, I think it is a piece of sh-t.
I would take LU 10 to 1 over LU over a 5 year track record starting this week.
LU has made some key acquisitions to make them the everything the everyone in the Communications/Internet business, except one, business to business, fiber optical...hence, AVNX. Would LU rather pay $300 a share for a company like SCMR, who has ties with Nortel, or would it go for a company it has already done some major deals with, and has many synergy's with? What do you think? Plus LU saves $100 a share!
Jump on the bandwagon, pick up some AVNX while it is under $200, and either way you will enjoy the ride until LU picks them up, diluted or not.
Again, my two bits.
Best,
Jamie |
