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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: R.E.B. who wrote (61579)9/21/1999 3:41:00 PM
From: AUrush  Respond to of 90042
 
REB..be careful looking at CS as a value play - with everything you just said the biggest key is NEW management, but the plethora of good news and PR to me indicates a buyout - a lot of noise other than that...revenues are down from year ago, growth is non-existent, analyst upgrades are due to future promises of Patel for 30-40% growth...but it will be very very tough.....again, being in this industry, I have been holding CS for a while because they WILL get bought out. matter of when not IF - all the other talk (Great EXPECTED growth) is to keep this thing pretty during the dating process..



To: R.E.B. who wrote (61579)9/21/1999 3:47:00 PM
From: JakeStraw  Respond to of 90042
 
>>I think it's a safe play either way.

Not to be a knit-picker, but CS currently is a speculative play IMO based on its prospects for turning the business around & implied rumors of being an attractive takeover target. Don't get me wrong I'm not negative on CS & like the risk-to-reward ratio, but calling it a "safe play" IMO is a bit of a stretch.


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