All of this IMHO.
First, anybody who shorts a potential takeover candidate, no matter how doubtful they think it may be, is an idiot. It's not smart investing. It's not even smart speculation. There are just too many better deals out there now.
Second, this controversy is about two things - patents and access. A patent can have multiple values for a business. I have no doubt that if MSFT developed a product using portions of SRCM patents, that they could eventually win a court case vs. SRCM over patent infringement. However this would cost them a commodity they don't have to spare - time.
As for access - internet access alone will not cut it. This leaves out the majority of the population now and for the foreseeable future. TV on the other hand hits just about everybody. These patents will help to speed the way for access to the TV - not with an internet connection - but with content, and interactive transactions. MSFT would want this for the same reason they want access through ATM machines - control of more transactions and consumer access to information. Get over the internet - it isn't the end all be all.
Third, the management of SRCM is not committing fraud. As a result of the action in the stock over the past two weeks, this company will be watched closely by the SEC. These are honest people, doing their jobs just like you and me. They aren't follish enough to risk prison terms for the sake of a few options.
Fourth, who says the buyer has to be MSFT.
Fifth, people who invest on the basis of anything on these boards are stupid.
Again all of this IMHO |
