A look at the Q3 report shows that for the first 9 months of 2010, operating expenses were $511.9 million. Of that, marketing and selling expenses were $230.8 million, and General and administration expenses were $70 million. Those are massive overhead costs for a company doing about $900 million in revenue in what is typically a very high margin business. In a takeover, the acquiring company would be able to slash these costs, largely through synergies since the acquiring company will already have a sales, marketing and administrative staff. A smart acquirer will be able to take costs out quickly, making the deal accretive to earnings quickly, and therefore a hard opportunity to pass up.