I've speculated on mergers before, and so far I've been pretty accurate. I think there is an opportunity for another one that makes a ton of sense. These two companies need each other, in a big way - and I believe if they can put aside their ego's they might be able to make a run at a very successful and long lasting relationship. The actual article will be out in the next edition of CPU Magazine.
Now is a good opportunity for good companies to come together. The markets are down, and companies with cash are in a very good positon to take advantage of low market caps of other companies. In down markets like this you want to ignore the stock price and focus on the core business. Building long lasting strategies and unique products which will help turn the company around once the market comes back.
I think this merger could be straight out of the Art of War. Stay tuned, because it's going to be an interesting piece, and I'll post it here once CPU publishes the article.
