lenny's roperdope

DUICORP-HILLDWELLER
YOUR ENTHUSIASM IS INFECTIOUS AND FORCED ME TO RESEARCH THIS ONE AGAIN FROM THE START. I STILL DON'T THINK THE ORDER IS AS LARGE AS YOU DO AND I FOUND NOTHING DIFFERENT TO CHANGE MY MIND UNTIL I STARTED TALKING TO REPS FROM OTHER POKIE MACHINE COMPANIES AND HEARD THE SAME RUMOUR FROM 2 REPS FROM DIFFERENT COMPANIES.THE RUMOUR IS THAT AGI IS LOOKING TO BUY ANOTHER AUSTRALIAN POKIE MACHINE COMPANY....(NOT ARISTOCRAT AS PER LENNY'S COMMENTS BACK IN JUNE). I MUST STRESS THIS IS ONLY RUMOUR HOWEVER IT STARTED ME THINKING ON A DIFFERENT TANGANT. ALL HOLDS THE MAJORITY OF MARKET SHARE IN AUSTRALIA WITH 5 OTHER COMPANIES (IGT AGI, SGS, PACIFIC AND KONAMI)PICKING UP THE CRUMBS. WOULD IT NOT THEREFORE MAKE A GREAT DEAL OF SENSE FOR SOME OF THESE OTHER COMPANIES TO COMBINE AND BECOME A BIGGER COMPETITOR TO ALL???
I DON'T KNOW LENNY AINSWORTH THAT WELL AND HAVE ONLY MET HIM ON 3 OCCASIONS BUT HE SEEMS TO BE A SHREWD SLY OLD FOX AND I THINK HE WOULD GET GREAT PLEASURE FROM MAKING THE MARKET THINK HE'S GOING ONE WAY (AS PER COMMENTS IN JUNE RE ALL)AND THEN HIT IT WITH A ROPERDOPE BY DOING THE OPPOSITE.
MY SPECULATION ALONG THESE LINES WOULD BE FOR AGI AND SGS AND MAYBE ONE OTHER TO COMBINE AND THEN MAYBE MAKE A PLAY FOR ALL FURTHER DOWN THE TRACK.
I HAVE SEEN THIS STRATEGY USED IN OTHER INDUSTRIES AND CURRENTLY HOLD CPI FOR THE SAME REASONS.
LOOK FORWARD TO YOUR COMMENTS.

P.S I RE ENTERED THIS MORNING AT 56C