The Thread Formerly Known as No Rest For The Wicked Message Board

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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Glenn who wrote (10659)	1/30/1999 6:23:00 AM
From: JustInTime	Read Replies (3) of 90042

Hi Glenn, I think you will do well with both PAIR and AFCI. See my post yesterday: Message 7536064 Take a look at CIEN as well. Similar play as AFCI and PAIR IMO. Once a $92 stock, constant takeover rumours, great sector, etc. IMO CIEN could double this year w/out a takeover...I actually would like to see the price go to $35-$40 and THEN have a takeover bid with a 25% premium. Not much downside risk IMO. Good luck... Also, my feelings on the PAIR takeover rumours: I have a feeling that if a takeover is announced, the first bid will not be from a friendly suitor...see the "poison pill" provision the company put into place in December. That could bode well for PAIR longs as the suitor may either need to bid high enough to make it very worthwhile to stockholders or else, PAIR itself may then seek other buyouts from a more friendly suitor...just my opinion of course...the stock has been under very heavy accumulation all last week with 50-75-100K buys at or above the ask all week long, even thru earnings disappointment...this is why I feel an offer may be coming, someone quitely accumulating a big block....at the very least I think we will see 2 or more analyst upgrades in the weeks and months to come. Good luck.

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