blu to acquire viva9 and bluearc group , page-4

BLU in my view are very well positioned - makign themsleves #1 in the local (read ASIAN Pacific) space. The management are very very canny - they know the leverage they can obtain through cross-sell - they know the big ticket advertisers are re-aligning their on-line spends BIGTIME. They are positioning themsleves for marked growth and are acheiving it, arbirtaging private versus public multiples - addign to shareholder value. Lets also not forget it also takes stamina and skill to bring together 15 companies AND turn an increased EBIT performance AND all in the space of a few months........the insto's believe it and so do I.

A divergeance of views is always healthy but this stock is going only one way - in my opinion.

DYOR