I just walk in the door and I have a 50 posts to catch up and most of them I'm sure are to bash me, so enjoy here i come.
Tim,
Whatever thread I post on next, I hope you happen to be there as well.
Along with everyone else on the ASND thread for that matter.
Back to business. If the LU rumor is unfounded (again, I need to know whether the Bartolomo piece had some support of any nature whatsoever), that would not preclude another real deal that might be in the works.
An odd thought: What if a different non-LU deal were in the midst of being packaged for announcement on 12/11ish. Aware of it, some persons started buying calls. Aware of the activity, someone in the options pit says "It seems a deal may be in the works, must be LU," and then it snowballed from there. Stranger things have happened. But, clearly, pure speculation.
Frankly, I had been hoping for some kind of confirmation from management tomorrow, at least to the effect that talks were in progress. Given Ashby's comment late today, I don't see that happening. Note that this doesn't preclude acquisition activity, because the only company Ashby mentioned was LU. He did not even mention NT.
Gary Korn |
