So I was thinking that the latest numbers and results in the industry should make VNTV even more of a takeover target.
In every big company, there are those who want to takeover, and those who don't. Those who don't had a seemingly reasonable argument: VNTV was in disarray, the company was going out of business (sic), no one wanted the products, the company couldn't make money, etc.
Well, none of that was true.
Now, the market dynamics have changed even more: SEBL is clearly on the radar screens of Baan, SAP, ORCL, PSFT. SEBL can't fight the VNTV battle: they have to (and should) fight the bigger targets. So, that gives VNTV some breathing room. It also means those bigger guys should realize they need some more help/resources - makes them more interested in VNTV.
The problem is that PSFT and Baan have depressed stock prices, making it more difficult for an acquisition. On the other hand, SAP is OK, and ORCL is currently very strong - so an acquisition would be cheap for them. Even SEBL is strong - could they buy VNTV right now, as some analysts have suggested?
PSFT made a big mistake: could have bought VNTV much cheaper 3 months ago, and PSFT stock was higher. Now, that acquisition would cost them, in real terms, at least twice as much.
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