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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: tinkershaw who wrote (677)1/31/2004 9:25:36 PM
From: Paul H. Christiansen  Read Replies (2) of 2955
 
"Any more questions?"

Actually, I didn't have any questions in my previous post. However, I do have some now.

Are the institutions that are buying AWE just hoping that a greater fool will overpay for AWE's assets, or are they really that stupid? Is it possible that they don't know that AWE's network is antiquated and that they're losing customers rapidly? And, if all that's true, don't they realize that the potential bidders for AWE - who presumably know the players in this industry better than most of us - know the same?

It just seems like a pretty risky game that they're playing - with some pretty big bets. Unless, of course, there's some hidden value that only they know about.

Otherwise, your arguments are very compelling.
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