RE:RE:Fitch RatingsThis caught my eye, from MM, "or maybe even a Japanese Co. with a >$1 T yen MC ?"
Obviously you are talking about Toray. This is a very interesting thought MM, why not get paid all of the wholesale price of PMX, and also get paid the juicy part of the retail price and it's incredible mark up in the USA. Makes more than perfect sense to me, especially considering they and their Board seat know everything that's going on with Tigris. I definitely wouldn't be surprised to see them come in as a second bidder alongside Vantive/PE. Now that would be fun. Anyways this is all just thinking out loud so don't get your feathers all ruffled up.