Todd,
That's a very interesting take on the NM question/answer. Looking back on it, it was a strange interchange. Even the way the question was phrased, throwing NM in with Sybase (which I think they reported already as liquidating their position), was weird. It could be interpreted, I suppose, as a clue to a soon announcement. I looked at it as Don wanting to clarify what was said, so as not to leave any false impressions. He has taken this role in previous calls. Pete is enthusiastic about SFE (as he should be) and what it's doing, but I think Don wanted to clarify that there was no current announcement, but to make it clear they did want some sort of acquisition.
I, too, am holding my shares, and I hope you are right about the time frame.
--John |
