Interesting that BTAB should upgrade. Yesterday I saw on a news service called (don't laugh)
"the Fly on the Wall" a short comment that BTAB (I'm pretty sure it was BTAB) was expecting an earnings miss. Anyway, I agree with you, that MANU has a lot of upside over the next several months.
The MANU/ITWO story kind of reminds me of NMSS/DLGC.
Both industry segments are very "hot", and investors are looking for either a nice turnaround (after the Y2K spending crisis) or a buy out. In the NMSS/DLGC case, DLGC was recently bought by INTC, while NMSS has seen their stock price recover from under $3 last winter, to back over $40, and holding nicely.
Like MANU, NMSS actual earnings numbers aren't impressive, still in the red, and expected to be there a couple more quarters, but, most importantly, the turnaround story is making nice progress :-).
JL |
