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Tuesday, May 08, 2007 6:39:12 AM
Would the pending sale of AH (presumably those discussions have been going on for a while) explain any of Yaacov's need for discretion?
There is probably no connection in between these issues.
I have no idea if Yaacov was aware of the AH takeover discussions.
We currently see consolidation taking place, there is no
knowing who will buy or get bought.
All in all, NICK is a smallish particle within AH, hence probably not the main reason for BAE interest at the AH acquisition.
When you check AH 'history' you will find that AH itself
gobbled up niche companies in the past, most of which were
much bigger than IDTA.
I have no idea if AH had any immediate or other plans to
acquire IDTA.
As you rightly remarked, most of your questions aren't answerable yet.
Regards,
Dubi
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