The fact that his name was mentioned, has little to do with the fact that the thinking is screwed up, from an investment perspective. I was referring to results. Who cares what happens to an acquirers stock price, when they are not likely to be in my portfolio.
Companies don't view the short term effects of acquisitions.They just want a company for technology, they do something better than the acquirer, for a customer base, or.......
Results (favorable) are coming. I can't say that will always be the case, but come on, they're silkworms that don't like poison.