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Re: Andy3077 post# 20461

Wednesday, 01/21/2015 1:43:53 PM

Wednesday, January 21, 2015 1:43:53 PM

Post# of 47873
Andy- S-M have new ETD technology but its a year to a two years away from appearing in US markets so their move would be: capture IMSC's IDIQ and follow on hand held- non contact products, IMO.

S-M bet against CEO BOLDUC bringing home TSA certs. and that bet was wrong. I like Dr.McGann's approach to TSA: what is your specification for xyz and we will beat that specification.

S-M sat on their hands and played the opportunity all wrong, IMO. I doubt either would take out IMSC aside for the IDIQ, which would make IMSC an 80M$ buy out prospect, if its by S-M. Here is where Dr.McGann&Jones really come in handy as I will bet they know S-M product path very well enough to predict S-M's next moves.

I can't see the BOD selling this for debt plus coffee money. I like all the NE EDS makers as possible parents. Just guessing here, but I think they are on the move toward IMSC right now.
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