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RiskReward1

04/27/17 11:37 PM

#50205 RE: catman244 #50204

I certainly see the buyout by Sigma of these potentially complementary firms as positive and am hopeful that Sigma can execute and manage the combined entity such that the whole will prove to be of greater value than the sum of its parts, but in regard to your post I don't quite follow your line of thinking that these firms are demonstrating a preference for purchase by Sigma and coming under Sigma's umbrella vs GE.

If GE were knocking on their doors, something tells me they wouldn't run for cover.

DoDeeDee

04/28/17 10:52 AM

#50214 RE: catman244 #50204

I think it's more like the movie "Animal House". These companies all rushed to be members of the big frat houses (GE, Honeywell, et al) but were rejected. So - now they're convened into a gaggle of the unwanted, telling each other they're relevant. Maybe they'll throw good parties with our money with Mark 'Bluto' Cola handing out 3D printed jello shots. It's like sending our kids to college - always a good use for our money, right? :)


I have had some thought that these companies may be banding together as a form of protection. Each company has developed their own niche and individually could be subject to unsolicited acquisition by the likes of GE and others.