Hello Ron, levy, Sarkie, Rudi, et. al:
I am back from my new second home in the NW, after blissfully ignoring the market all summer. However, when at the Bainbridge Island ferry terminal, I couldn't help but pick up a Seattle PI when I saw the gnet/insp news blazing across the top headline. At any rate, as I wrapped up reading the article and my ferry ride, it seemed appropriate to watch the remodeled gnet HQ at Pier 70 come into view....
Now here's my situation and question:
I am already heavily invested in wireless/wireless Internet/broadband, representing probably 50% of my equities portfolio. Nevertheless, I am tempted to increase my insp investment at the juncture. insp looked like a dynamite LT investment before the merger was announced, and its marriage-made-in-heaven with gnet makes its story that much more compelling. insp's TA looks terrific these past two weeks, and I am thinking that doubling up on insp now at any price around 40 is appropriate.
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