Hi Melissa:
I agree with your assessment on my objectivity; I am biased. I have always tried to make that known in my postings. However, if you excluded all objective postings from SI, that would leave Trader Dave, and Shege only on a good day :)
I try to balance some of the discussions, with my own CLFY-centric view of things. There seems to be enough SEBL- and VNTV-centric opinions already.
What little value I can add has to do with being in the middle of the battle. However, I am extremely limited in the information that I can disclose (for obvious reasons). I have tried to limit my comments to information in the public domain and my personnal opinion. Hopefully, that furthers the whole point of SI: meaningful discussions with differing opinions and viewpoints. Fortunately, CLFY being such a great place to work (warning: bias alert!), I am not restricted on posting, given that I follow the insider rules.
Don't know Tom Seibel. Have listened to some conference calls. He is a very impressive speaker (I have heard this from others who have seen him speak). The meat of my opinion on the merger was gathered from public sources (e.g. their web page, etc).
I don't know if I made this point before, but I really don't want to see SEBL stumble. It would drive the whole sector down, affecting all companies (remember when we dived, and dragged the rest down?) But, when investors drive SEBL up to unfathomable valuations, it increases the risk to all companies in this sector. We can only hope that SEBL holds onto their valuation as CLFY and VNTV rise.
re: SCOP. I'm sure they contemplated such a move previously. What I am saying is that the necessary technical due diligence was hurried. That, after all, will be a key determining factor as to the success of the merger. My opinion (ack! more color commentary!) is that Mr. Seibel is more interested in the market impact of the merger and does not really think that the technical details are all that important. Leave that to the geeks to sort out, right? Many a merger has stumbled for exactly this reason.
btw: I am certainly not offended by being called 'biased'.
Good luck with your SCOP/SEBL investment. |
