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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: nikko who wrote (14306)11/4/1999 2:00:00 AM
From: RinConRon  Read Replies (1) | Respond to of 57584
 
Nick,
I am certain that there are many lurkers here who share your kind thoughts. Thanks for speaking for us.
Ditto from many Rande,
Ron



To: nikko who wrote (14306)11/4/1999 11:07:00 PM
From: Rande Is  Read Replies (1) | Respond to of 57584
 
. . . Lost post. . .

Sorry. . .evidently SI was down this morning. . .I had written this at about 8:45am EST, but was unable to post it on SI. . . then once the market got going and SI came back online I had forgotten to post it and left it in my word processor. . . .just now found it.

Ha! I remember referring to this post in a later one. . .that must have been confusing. LOL!

To all. . . . . . . .

Thanks for all your prayers. . .they are what we need most and appreciate most. Thanks too for all the kind words.

Now back to work. . .

JDSU bought OCLI for an incredible premium. I want to know about such JOINT-VENTURES, PARTNERSHIPS and other close relationships with publicly traded corporations. . .BY our new high-flying B2B, Broadband, etc. group. . . .especially by those that have been flying highest of late. Like the JDSU, SEBL, CNXT, ARBA, ISLD, etc, etc,

Think about it. . . there is JDSU with all this new market cap. . . and there is OCLI. JDSU has had a joint-venture with OCLI for 2 years. . . joint-ventures are the same as MARRAIGES in the corporate world. So to those that follow JDSU the closest, this buyout was probably obvious [though there was little insider spec buying ahead of announcement]. . . .

Our TREASURE HUNT is in finding OTHER joint-ventures, etc. with the recent high-fliers. . . .this will lead us to some really speculative plays. . . but I have found this type of play to be highly rewarding when they do announce. . . .suggest playing these as a buy and forget. . . like a William's Closet pick.

Rande Is