RE: The storing is boring right now....good points
on an earnings multiple relative to MSD deal WIN is worth near $18.00 (off 2012 earnings for both companies)
WIn still makes an interesting acquisition for other private equity players
but the market wants right now
some with torque like metals
not a real cheap story with no catalyst
are you Buffet or a momentum hedge fund player
I see the risk as another lowering of guidance with fewer units sold off their newer patent settlements
if they lowered on TV's why not all the wireless devices?
still at 8X earnings there is loads of room for lowering guidance
there is nothing cheaper out there
for the patient value investor