Saturday, May 11, 2024 1:49:15 PM
Understand that one of the driving forces for a lot of mergers and acquisitions is simply to eliminate duplicate expenses among the 3 (or 7) companies involved: sales, accounting, CEO, HR, etc., etc. I don’t believe that is THE driving force in this case but it will still be performed where fitting. Imho
On top of that, the 800 lb gorillas (DELL, Orange, NVDA, etc.) here will do a lot of the sales work that you would have to do without them. So, I see expenses eliminated to start with, not expanded.
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