There's all the difference in the world between one and two. If there's just one, you're pretty much at their mercy. They can wait you out. The problem with two is that it's next to one. If one of the two has a bad year and stops buying startups, you're now down to one.

So much for microstrategy. The bigger problem is that if you're making something only one acquirer would want, it's probably not important technology.