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Strategies & Market Trends : Point and Figure Charting

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To: Judy who wrote (9871)11/19/1998 6:04:00 PM
From: The Phoenix  Read Replies (1) of 34811
 
Judy,

FORE, with their aquisition of Berkeley makes them a bit more tasty then they were prior... Berkeley's use of NT for terrabit routing makes the company - potentially - more well balanced and holding interesting new technology. Clearly they will get bought. INTC and LU are two that might consider a purchase but so too are ERICY, ALA, and NOKIA...

COMS..everyone keeps saying that LU is looking at them and that may indeed be true. However, IMHO that would be a very bad move since COMS doens't take LU where they want to go - they are not a true infrastructure company. LU would be better of with ASND (and CSCO would be better off with any of these mergers taking place).

Aaaaaanyway, that's my two fundamental cents.

SEE EVERYONE IN VEGAS. I'm off first thing in the morning!

OG
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