BeachRider

Expect Tech Mergers to Increase

VMWare has certainly been a roller-coaster for EMC. It competes with Microsoft on MS's home-turf, so investors have been very fidgety. Palm could be at a local high-point, so an acquisition would need to take that into account. Red Hat has been on the M/A chart for so long, it seems like no one really wants to own them. BMC has been tracking that life-cycle that so many have followed before. If it follows their pattern, it won't be sold until it is on some kind of down-tick. This might be similar for ERTS. There can't be a lot of buyers for ATML, so the opportunity would have to be special.