Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

ULBI 5.750

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2:42 PM EST

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To: richardred who wrote (1849)	10/1/2007 12:44:15 PM
From: Paul Senior	Read Replies (1) of 7254

I'll hold my few NVT shares for now. There's no premium in the deal. The stock already is fully priced on many/most financial metrics. However, there may be a strategic value left. I'm not understanding Garmin's (GRMN) position. NVT supplies the maps to Garmin. There's already been one map supplier taken out by a Garmin competitor, if I recall right. Not that many map makers out there like NVT left. Maybe one additional? Possibly with NVT going to NOK, Garmin could be in a world of hurt if/when Garmin's contract with NVT expires. So, maybe Garmin will have to make a counter-offer to acquire and keep NVT.

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