You raise good points, Terry W2. Hopefully, "yes," but...
There is one terrific reason for AXC to have identified this sector, even if it has no immediate value-add to contribute and even if it won't sell a single storage system (and it should do both): Money.
TVW, along with Reiter, could become the best balance sheet play in AXC's 50+ year history. If AXC's smart, it will support and build out this initiative, give it a technical legacy, create "buzz", package the business, and take it public.
As a "pure play," TVW/Reiter could generate a market capitalization orders of magnitude higher than AXC could sustain by itself. Shouldn't have to work that way, but it does.
BAM |
