Z- totally agree w/ your thinking, which is what this sale is all about.
Now, as to a strategic cap on SP by competition or buyer trying to keep SP depressed-- well that can only last so long.
We've pretty much eliminated all the LARGE HOLDERS as sellers so that leaves only a competitive seller or a buyer but that strategy is a loosing tact, IMO.
What was interesting about Smith's take out of Morpho---basically an IP buy, in my view. Both S-M are weak in the non-contact ETD space and that is where ETD is going...so Smith's buys IP and snuggles up w/ 1StDetect for their ETD abilities...taken together, could you propose an ISC EV in the Morpho ballpark?
I think so...and if so, we are riding a "whale" of an opportunity!
