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#	AUTHOR DATE SUBJECT
8	member 8/06/15 9:53AM Congrats -- to be acquired by IBM
Slacktide, Congrats. Unfortunately, we sold in the $4's, but thank you for the idea. Straw view available tags
7	member 10/30/14 2:34PM MRGE Update
It’s been two quarters since we provided an update on MRGE, so we felt one was warranted given they reported yesterday. Overall the thesis has been playing out roughly as we expected, although the optionality has... login to read the rest view available tags
6	member 7/14/14 11:32AM RE: Segments vs Products 5
Thanks for the question, Straw. This was a question we originally had for management as well, but they aren't entirely clear about it. Here is how we think about it. In 2013 DNA had total revenues... login to read the rest view available tags
5	member 7/12/14 7:30PM Segments vs Products
SlackTide, Thanks for the idea. With the price down here, I have started research. One thing I am struggling to figure out despite reading 10k and website is what products are in what segments. Are Merge DNA... login to read the rest view available tags
1	member 3/27/14 6:45PM Few Questions
thanks for the idea. We think it's interesting. Is there a chance they elect to raise equity to pay down the debt? Justin certainly talks about the clinical business like it's a sellable asset, but... login to read the rest view available tags