I take it you are interested in INTS, and possibly WIND and RSYS, as a possible shorts. This is what I think.
I like WIND and would advise anyone not to short the stock unless something tangible and untoward happens. Mid- to long-term the price of this stock must go up significantly. Their recent announcement that they are acquiring RST in Israel is not untoward. Assuming the price is not outlandish, I am very pleased with the acquisition. The digestion should be simple. It is wonderful for WIND to have a bona fide presence in Silicon Desert, and one expects that Israel, like the France skunkworks, will add impressively to the product line. Also, there doesn't appear to be a downside to the acquisition, whereby product lines have to be integrated, or acquired revenues to competing RTOS vendors will disappoint.
INTS is convincing the market that they deserve better than the beating it got over the last few months. The market certainly sees things I don't, so I would hesitate to short the stock now. (But then again, I tend to hesitate to short any stock.) However, before going long in the stock, I would advise making sure all the acquisitions are properly digested, and that the company is back on the growth track. I would not make any assumptions regarding how well this process is proceeding, nor would I be guided by the market price action.
I really can't comment on RSYS.
Allen |
