Re: Yet Another Arnold Article
- From: "IanH" <none@xxxxxxxxxx>
- Date: 31 Aug 2005 03:09:45 -0700
Wayne Niddery [TeamB] wrote:
>
> In the normal case I would agree. However there have recently been
> public statements by Coates stating his view that the tools should be
> divested, and of course a lot of speculation by others (blogs and
> other articles) discussing this very thing. *In that context* I think
> his statement was reasonable (not to say it couldn't have been
> better, but still reasonable).
I note that he does not mention the merits or otherwise of spinning off
the tools - merely pointing out that the Coates plan lacks specificity,
as "there is nothing that Coates has said that we have not thought of
ourselves".
This is clearly a live option for the company - which would not be the
case if the development tools were viewed as of strategic importance.
.
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