YEEHAW CANDIDATES Message Board

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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Jibacoa who wrote (20722)	12/4/2006 4:20:19 PM
From: Jibacoa	Read Replies (1) of 23958

COMS Is trying to close some of its Nov.29 downgap.<g> bigcharts.marketwatch.com Nov.29 was when it announced that it was buying the other 49% of Huawei-3Com for $882M, which represented an implied value of $1.8B, but was not well received by WS & Bear Stearns "downgraded" it from "out" to just "perform", & S&P as well as Shimao also "downgraded" it.<g> COMS was able to close on the black on its 1stQ & the EE for 2007 were around $0.03/shr on the black Vs. the losses in the previous 6 Yrs., but those estimates were before the H-3C deal.<g> At any rate, the stock trades around 1.3xBV & the R/R appears to be favorable, unless the H-3C deal turns out to be worse than COMS management thought when they believed that H-3C was well positioned to expand in China as well as to become a "global technology leader". Of course, the question is wether Huawei will remain a key customer of H-3C.<g>

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