O.K. , let's look at this.
1. John Alexander has about 130,000 shares of this dog at around
1.64 to 1.75 or so.
2. Zisus, or whoever has a boat load as well.
3. Back on 06/09/98 Select, ticker: slcty, released press which
comes right out and states they are shopping the company . Oh they
also used the term (strategic alternatives).
4. Back before the Bachmann merger Platinum had made an attempt
to buy Bachmann. Now however, they bought Logic works, which
I believe, hurt Rational.
5. One of cayn's competitors in the database, modeling area, was
Logic works, while on the O.O. side, Ratl, Plat, & IDE are their
threats.
6. So Platinum is now clicking on all fronts, it seems to me that
RATL might want CAYN for the data base & modeling side of their
business in order to stay with PLAT, since PLAT bought Logic works.
7. RATL & PLAT both have cash war chests of over 280 million each.
More than enough to buy our little dog, if they would please.
8. It seems obvious to me that the industry is and has to consolidate
to a few big players, as it has been, so surely there is a knight in
shining armor out there who will save us all ?
9. Last of all the purchases of stock, at levels close to my average,
by these insiders or people in the know, must count for something
other than stupidity.
Am I being objective here , or just grasping at straw, any opinions
would be appreciated.
Best to all
Henry |
