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Re: Streett post# 51770

Monday, 08/22/2011 11:23:04 AM

Monday, August 22, 2011 11:23:04 AM

Post# of 58002
I agree 100%. The one caveat is that I do not see a company or PE fund doing anything that involves bringing this management team into the fold. With all due respect to the individuals, they have not shown any reason to inspire confidence in their capabilities.

The core product (Thermo) is a me too entry. The revenue stream has been hypothecated to debt holders. The corporate baggage is in my opinion overwhelming.

I believe that it would be immensely difficult to get such a transaction of any significance, past Corporate legal.