Dave & all - thx. Btw, a good fella has emailed me a week ago saying he heard the same thing (re: AT&T,) but he felt he didn't want to reveal his source so he decided to say this to me in private (note: he said he is a lurker here.)
Anyway, with biz climate these days, I try to mentally prepare for the worst while I certainly hope for the best.
So, even if the deal - if it is true - doesn't materialize near term, BVSI exposure to SE Asia is not great. The only international exposure is its Brazilian venture initiated in the Fall and some of the existing deals in Europe. These days, the more domestic a co, the saver. So, together with its sale of AUDIOTEX for $35M, which should make the balance sheet more attractive. So, so long as it doesn't negatively surprise the street, I m hopeful.
rgds Bosco |
