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DE's CEO confirmed they were approaced by PE players. Let me repeat that...DE was approaced by PE. Clearly these PE guys have way too much cash and have now successfully run out of ideas. DE is not, IMO, the model of what PE is looking for (stable cash flow). This is a highly cyclical business. Which brings me to my next point, I believe some of these PE deals are going to blow up. A likely candidate is FSL. PE is buying a cyclical company with a ton of inventory in, what may be, a market top.


On a side note, nice to see some analysts finally making a (negative) valuation call on RIMM. That stock could easily slide 50% from here IMO. WAY overvalued.

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