John, thanks for JDEC thoughts...
Take a look at CNA.....an interesting article in Forbes (early May)...read it while in the plane.....
I don't have my notes with me,,,but my recollection is insiders bought a ton around 38-39 (borrowed money to buy),,,,,according to YAHOO,,,,there's been a ton of buying, too.
biz.yahoo.com
CNA has about 40 million shares of GBLX (maybe they're unloading as we speak, hehe)...an interesting play.....book value is listed at $51.
GIC is another interesting play on the set top boxes for cable....they also own a load of BRCM....same Forbes issue.....
mike |
