Notes of interest

James Altucher (not familiar with who he is) predicts that Dell could Polycom:


http://www.benzinga.com/general/80962/a-peek-into-the-takeover-market-in-2010-msft-goog-bbbb-orcl-vrsn-aol-java-dell-plcm

OMG....If Dell is smart...they wont go near this one.  Lifesize would have made sense..but not PLCM.  From an operational standpoint, I have to believe that would be an ugly merger.

But...one interesting tidbit I saw today was:

http://phoenix.corporate-ir.net/phoenix.zhtml?c=112660&p=irol-SECText&TEXT=aHR0cDovL2NjYm4uMTBrd2l6YXJkLmNvbS94bWwvZmlsaW5nLnhtbD9yZXBvPXRlbmsmaXBhZ2U9NjY4OTE0NSZhdHRhY2g9T04mc1hCUkw9MQ%3d%3d

If you want to skip the read, it says that Blackrock now owns 14+% of the outstanding shares of Polycom.
So, what does that mean?  Does that mean that Blackrock is think of a PE deal to take PLCM private and then do something with them?  Or, are they just hedging their bets that they believe PLCM will be bought by someone and they'll make a big pay day?  Or?

Interesting...