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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: Tim Luke who wrote (60837)9/18/1999 12:47:00 AM
From: woody  Read Replies (1) | Respond to of 90042
 
Re: telecom ..Tim thats why I mention Agilent, its the part of HWP that is splitting off. You'll be hearing a lot about this company in the coming months.



To: Tim Luke who wrote (60837)9/18/1999 1:58:00 AM
From: schadenfreude  Respond to of 90042
 
>.i have around 20 stocks in 3 sectors that are all possible takeovers...it will take me a few more weeks to narrow them down to a select few that i think will pan out in the near term.

telecom.
wireless
semi's<

Tim,
Do you ever look at biotech? There have been several takeovers this year. Big pharma is looking for new drugs to offset those coming off patent, and biotechs are hungry for cash.
Examples:
WLA bought AGPH
MRK bought SIBI
PNU bought SUGN
Lots of targets. Maybe too many.



To: Tim Luke who wrote (60837)9/18/1999 8:12:00 PM
From: steve susko  Respond to of 90042
 
>> that i think will pan out in the near term.
telecom.
wireless
semi's

take a look at CFMT in the semi - low float, low volume, beaten down, in a market increasing getting hot (semi processing equipment), still undiscovered, good match for big boys like AMAT.



To: Tim Luke who wrote (60837)9/18/1999 8:47:00 PM
From: Tim Luke  Read Replies (3) | Respond to of 90042
 
ALERT:

do not send any pm's today, i will let you everyone know tomorrow but some things have changed regarding PIOS and KNT.....as you know it's very hard to pin point which one will first or any of them for that matter......i may be putting out a sell order on one of these positions...

i'm hoping to dot my t's and cross my i's by tomorrow and i will ONLY respond to PM's.

NOTE1: if i don't know of your name or can't check your post history i WILL NOT respond to you.....

NOTE2: if you have just signed up to si but claim to have followed me for a long time and tell me you are holding these positions i WILL NOT be responding to you either.

NOTE3:don't take it personal but until i can either check your posting history or if you can answer a couple questions i will just delete your message..this is to protect myself and the other people on the thread.



To: Tim Luke who wrote (60837)9/18/1999 8:53:00 PM
From: Tim Luke  Read Replies (1) | Respond to of 90042
 
also i find out any of posting to others my pm's don't bother ever posting to me again and that goes for everyone...no exceptions ..no second chances