RE:RE:RE:Thoughts on Q4 & JanuaryCabbie, excellent summary.
One thing that surprises me is the specification that any technology story acquisition MUST be profitable freestanding. I would say everything, including not-yet-profitable tech stories, should be considered relative to the price. If the technology is dazzling and amazing enough (but not advanced enough to be freestanding profitable YET), and considering price, then there should be room for discretion.
Perhaps I'm just stating the obvious but the way the company expresses the matter could be seen as overcommitting or potentially boxing itself in.