Here is a newbie question. Why is RHT trading below the 190 price that IBM said it was going to pay? I guess why is the market settling on 170? Could I arbitrage this buy buying the stock at the discount and buying some protective puts (haven't looked at the options market on this yet) ?
I want to know why MSFT/AAPL haven't plummeted on this deal. This is nuts to me -- a backdoor into desktop/phones is swung wayyyyy open, and nobody responds? Linux gets its due. Android gets a desktop and server-level friend. There's even great chip synergies here. And Oh, let's not forget a Google link to self-driving cars.... I do NOT get it. {ahem: backdoor via all that server/phone action. "Hello!" }
It’s not about the home. It’s about corporate cloud users and services like Netflix that sell into the house but will buy cloud services for that.