Zeev's Turnips Patch-No Politics (ZEEV)

[goodluck]

Yes, it makes sense. WDC should get some market share from DELL. And STX and WDC will have greater price flexibility in the future. It will pay for STX as well, but the stock is down due to arbitrage between MXO's price and STX's price. STX isn't paying cash, they're paying in stock. Once the arbitrageurs figure out what the relationship between the two ought to be and get it the stock prices in line with each (and scalpers who bought MXO stock recently sell for their fast profits), STX will begin going up as well, IMO. It is a buy here. The main question is, do you buy it straight out, or do you buy it through MXO, even given the risk that the deal won't go through?