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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (30215)	7/21/2000 12:41:27 PM
From: Rick Buskey	Read Replies (1) of 57584

LPTH---Rande,with all these larger comp. coming out (A,LU,etc.)and saying that they are having component shortages and that they can't keep up with demand--I would think that they would start to look aT some of these smaller comp. to take them over sooner than later.I mean how many times is the market going to forgive them and crush their stocks evertime their earn. are coming up bad.The market can only take so much--and with the demand ever increasing,they don't have a choice------eat or be eaten........... Well that being said,I think we should look for some other smaller comp. too----for possible takeover plays,etc.----You know the market is on the lookout. Another good reason is---look at JDSU------they just keep buying everybody and look at their marketcap going up and up.They are starting to act just like CSCO.Eat eveybody. Well anyways,like you say ,it should happen anytime,who knows,maybe Mon.----------don't forget to hold some over the weekend.

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