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Technology Stocks : Raptor - Where does it go NOW? -- Ignore unavailable to you. Want to Upgrade?


To: Srivaths Srinivasan who wrote (598)12/4/1997 11:22:00 AM
From: Pancho Villa  Respond to of 652
 
What makes you think a heavier guy may not become intersted precisely because of LU jumping in!

Pancho



To: Srivaths Srinivasan who wrote (598)12/4/1997 12:32:00 PM
From: Bosco  Read Replies (1) | Respond to of 652
 
Srivaths - while I agree the lack of premium is extremely negative, from the perception perspective, and while I think merger is never a prime factor for investing (even for a short term trader, unless one is an arb,) I don't know your line of argument concerning LU entry has good grounds. In a way, the firewall mkt has a low barrier of entry (codewise;) the more important thing, imho, is the install base and the persistence of the install base.

Having said that, sure I had wished RAPT would ve been bought out by a big player with deep pocket. Unfortunately, we are captive investors for the time being.

rgds Bosco