Jimbo's Playhouse/CPQ Message Board

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Technology Stocks : Jimbo's Playhouse/CPQ

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To: Jimbo Cobb who wrote (9831)	12/8/2001 8:08:47 AM
From: Mao II	Read Replies (1) of 12662

Jimbo: Meant to post a couple of days ago, but I got busy with some other stuff -- picked up some lagging semis and opticals, one of which went wild yesterday for no discernable reason. You might keep an eye on TXCC as it pulls back and consolidates. (THere is speculation that a buyout is in the offing; share price ballooned 35 percent yesterday on biggest volume day ever, so maybe that's wise speculation.) TXCC is still relatively undervalued relative to its peers (PMCS, AMCC, VTSS), and it has a large cash position and a promising niche. FWIW. M2

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