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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: Kimberly Lee who wrote (560)3/29/1999 10:55:00 AM
From: Rollcast...  Read Replies (4) of 108040
 
KIM... CA buyout of PLAT... Can I have your thoughts on the following?

Should have some decent residual affects on the IT industry in general as it could be a sign of further consolidation. Another good sign they are cheap is the premium paid by CA for PLAT.

Some of these co's are so depressed with decent fundamentals (better IMO than PLAT had) there must be some other good targets out there...

A few co's in the group that I watch...

KEA
JDEC
PSFT
CHRZ
REGI
ZMAX

My favorites would be ZMAX and JDEC.

If you (or anyone) can add some names to my list please do so?

thx in advance
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