Stock Attack -- A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: Judy who wrote (16274)	10/2/1998 6:16:00 PM
From: Jorj X Mckie	Read Replies (2) of 42787

Hi Judy, I'll probably play it safe on INTC and go for the lower target (current sell is at $89). I expect ASND will be volatile until LU acquisition plans are set in stone (either with ASND or not). I've got calls on both ASND and COMS at this point, but question whether LU will want to do anything with their valuation cut by 40%. One could also speculate that the drop in ASND corresponded with the drop in LU, however that doesn't explain the recovery. Another thing that I have noticed is that the LU acquisition rumors are rotating in and out of the potentials on about a three day cycle. I was able to grab a couple of points on CIEN, XYLN and COMS from this (none of which I would actually expect LU to buy). Next one is ANET, which Jenna is watching and has stated is under accumulation and LU has announced an OEM agreement for their VoFR products. PM me if you want more info on this stuff. Tom

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