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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: thebeach who wrote (67669)	10/24/1999 9:47:00 PM
From: Tim Luke	Read Replies (2) \| Respond to of 90042

arw and avt are the top companies in this sector.....they are both at each others throat to gain the top spot and hold all the market share they can.....there is been more and more consolidation in this sector as well as all the companies coming out with great earnings. pios and knt have been rumored takeover plays for a long time now and with the recent acquisition of mi by avt(whick i called at 19 for a 20 point premium) this puts the pressure on arw to acquire IMO one or both of these companies...the beauty of it is avt could also come in and do some more buying..they both have the money to do it..... arw announces earnings in pre market so lets see what tomorrow brings....