Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JK who wrote (64581)	10/7/1999 12:31:00 PM
From: Tim Luke	Read Replies (2) \| Respond to of 90042

jk, i'm not an options trader but as past takeover history has shown me that options may not be the best play....my guess and keep in mind it is only a guess..but i feel cs will go after options friday... which would make a date of 10/25/99 very possible...i have zero doubt in my mind cs will be bought and i feel the deal has to be announced and closed before the new year...so time is running out which makes for a deal very near what i'm hearing: bidding war took place ?..yes players...siemens,nok,gec price...32 buyer...gec look at fore and xyln...off the top of my head i believe they both went right after the options expired....i know they bouth went shortly after eanings and we already have that out of the way

To: JK who wrote (64581)	10/7/1999 12:35:00 PM
From: AUrush	Read Replies (1) \| Respond to of 90042

I sold my oct opitons on Monday - I do not expect a deal to happen this close to options - no way...so OPtions will expire - I would recommend sellling them today and wither buy Nov calls or wait until MOday and buy Dec calls....IMHO

To: JK who wrote (64581)	10/7/1999 12:37:00 PM
From: Tim Luke	Respond to of 90042

i have been following and have had stellar contacts in the networking sector for a couple years now....asnd,xyln,fore and cs were all passed on to me....this sector has consolidiated more then any other that i have seen and cs is just about the lst one left. just like john chambers of csco said the other day on cnbc...he sees much more buying in this sector...he was asked if he ouwld buy coms and he said no due to too much overlap....i don't have much of a feel for coms any longer but cs imo is a no brainer when it comes to picking the next buyout. it's far from a secret