consolidation of io sector, page-45

A few times I have considered a equal share swap for AGO and the lesser BRM, thinking which is better value? now IMO both (AGO & BRM) of these equal share swaps are long gone as thier SP has improved.... I just wonder if i'll be thinking about an equal share swap with FMS in a few Months... I wonder if other shareholders have had the same thoughts.... FMS could be snapping at UMCs heals in the not to distant future.....