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Gold/Mining/Energy : Nuvo Research Inc -- Ignore unavailable to you. Want to Upgrade?

To: Mark Bartlett who wrote (13384)	4/7/2004 2:40:23 AM
From: axial	Read Replies (1) \| Respond to of 14101

"If REK were the captain of a ship, my impression of her at this moment .... when the ship hits the iceberg, she'd have her butt first off." One wonders who, or what will remain. I've received a couple of PMs wondering about a White Knight, and I guess there's always hope, until the Fat Lady sings. The funny thing is, that's exactly the way I expect this to be spun - RK will play this as a White Knight story. Maybe she'll have the White Knight partnering to develop some aspect of WF10, too, when the chickenfeed for Pennsaid trials gets handed over. The question is - what is about Dimethaid or RK that would inspire an act of charity by some "White Knight"? Now that RK is depending on the kindness of strangers, what magnanimous act is going to be done for us? Because that's the way it will be played - a great tour de force - and everybody will win. Yep. You're gonna be a winner, Mark. Be happy. Except, of course, we won't see the fine print. We won't know the details, and we won't know what management gets out of it. We won't know how much we're paying for things we already bought. It will be interesting to see what The Market thinks of it all, after the rush of PR is past. If the "White Knight" is Solvay, then so much for RK's song-and-dance about how it was best for Dimethaid to go it alone, and spurn the big multinationals. Oh, how the mighty have fallen! She was so aloof, too. Kept McNeil dangling for years in Standstll Agreement "negotiations". Played hard-to-get. Wouldn't have them, no! Or their money... So maybe that's it. Perhaps Solvay has been elevated from "tire-kicker" to "White Knight". Elevated by desperation. Elevated by cash starvation. Elevated by a string of blunders and a disastrous rift with The Street. And now, we await our saviour. This is going to be good. Jim