Comments on: Sifting through the rumor mill at Rackable… http://www.footnoted.com/urge-to-merge/sifting-through-the-rumor-mill-at-rackable/ Morningstar's guide to what's hiding in SEC filings Tue, 07 Feb 2012 21:51:20 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Michelle Leder http://www.footnoted.com/urge-to-merge/sifting-through-the-rumor-mill-at-rackable/comment-page-1/#comment-3461 Michelle Leder Fri, 28 Sep 2007 14:02:47 +0000 http://www.footnoted.com/urge-to-merge/sifting-through-the-rumor-mill-at-rackable/#comment-3461 Thanks for the words of caution. As I say ad nauseum, reading SEC filings is more of an art than a science. The mere fact that a company files a new agreement often means little, until it's put into context with other data points and various pieces of other filings. Thanks for the words of caution. As I say ad nauseum, reading SEC filings is more of an art than a science. The mere fact that a company files a new agreement often means little, until it’s put into context with other data points and various pieces of other filings.

]]> By: owsnews http://www.footnoted.com/urge-to-merge/sifting-through-the-rumor-mill-at-rackable/comment-page-1/#comment-3457 owsnews Fri, 28 Sep 2007 02:41:35 +0000 http://www.footnoted.com/urge-to-merge/sifting-through-the-rumor-mill-at-rackable/#comment-3457 I would be very very cautious reaching those kind of conclusions regarding amended agreement. For example, Gannett and CSK Auto have very similiar "change in control" additions like those of Rackable. This all occur in the last 9 months, and both stocks are down SHARPLY. Moreover, RACK introduced a new CEO in April.. I would find it highly unlikely for a company to pick a new CEO than sell themselves five months later.... just my two cent I would be very very cautious reaching those kind of conclusions regarding amended agreement. For example, Gannett and CSK Auto have very similiar “change in control” additions like those of Rackable. This all occur in the last 9 months, and both stocks are down SHARPLY.

Moreover, RACK introduced a new CEO in April.. I would find it highly unlikely for a company to pick a new CEO than sell themselves five months later…. just my two cent

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