Higgins has clearly missed the Synnex & TechData merger. I think they might be a bit busy with that $57B deal to worry about rhipe. That said, I would agree his numbers are more in line with what the bid should be,if a little over.
Arrow & Insight would be front-runners if they bid.
DTL is a possible. DDR would likely not be playing unless they were able to split off the Asian business elsewhere (maybe Crayon or either Arrow/Insight). The licensing business for Dicker is tiny compared to their hardware distribution in ANZ. I cannot see them moving into Asia at this time.
Market really is not pricing in another bidder. It would be significantly over the current price, $2.55+ if that was the case.
RHP Price at posting:
$2.51 Sentiment: Sell Disclosure: Held
