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Thursday, December 22, 2005

What if Veritas acquired Symantec? (SYMC)

Okay, I know that's not how it happened, but bear with me here. What if Veritas had acquired Symantec and the new company was called Veritas and focused on back-end infrastructure/data management? I think it would have a completely different valuation and a higher one at that.
Listen, we all know Storage Infrastructure is on a tear. And Veritas was considered to be one of the best large enterprise storage plays. Well now they're part of Symantec, a company that was/is creating a wholistic security and data protection solution for large enterprises. you think that this company will be selling more of this in the future? 5 years from now?
Of course they will, which is why I doubled, neigh, tripled down in the $16ish range. This could get exciting.


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