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Strategies & Market Trends : Lizard King's Trading Swamp

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To: LzzrdKing who wrote (2106)10/13/1997 7:56:00 PM
From: Pullin-GS   of 7396
 
Here is a position trade that is not my normal TA type for the Swamp:
ANET
I beleive that ANET will benefit from NSPK's recent high profile due to news publicity. Here's why.
Strong book value $10 (please don't ask me to back this up)
ANET's stake in NSPK and the two sharing the same vision of becoming a major internet telephony player....and at 11 15/16 it is a huge discount.

The Barrons article overlooked the ANET-NSPK connection while mentioning MOT/CREAF but look for the market to catch up to this important relation soon. ANET is worth a look. Things should happen very soon if they are at all.
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