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I agree these are both good companies and reasonably likely to recover from being on the bad side of Wall Street opinion. A marriage of storage and security seems to have caught many by surprise given the stock price drops. These companies don't overlap so merger will not cost jobs or bad feelings. Corporate venders may grow to like the idea of something approaching one-stop shopping.

Still I've heard it takes a full year of togetherness to form a long-term judgement, and the stock may hover in place until then. I can hold that long because I don't have a better place to put $$ to recover losses. Am not ready to buy more until I see what the new animal will look like. Maybe the new animal intends to buy another division and compete using the one-stop concept.

I do wish I'd gone to the sidelines before these tech battles started to heat up. Too late now. They all seem to be staking out territory in prep for some wicked consolidation duals.

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