Friday, December 18, 2020 6:47:20 AM
Given the public comps all have strong stock prices and rich market caps, it's quite likely that once the company reveals its technology in greater detail, TDS/CLHI becomes a takeover target. The big players (SNOW, DDOG, ZI, SPLK) can all use stock or cash to do deals. I think ZI, in particular, could be a suitor in short order given the product gaps that TDS/CLHI could fill.
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