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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: Peter V who wrote (12087)11/12/1999 12:01:00 PM
From: TRIIBoy  Read Replies (3) | Respond to of 18998
 
At first, I looked at METHA as a good trade, but the more I look at it, the more I like it. They have twice the sales amount as Finisar, and 20% of the valuation.

I think over time this works out as people look for away to play this industry and they compare the two companies. I'm holding mine for awhile.

Now remember the company is going to announce earnings at the end of this month, and I expect the company to tout up its opto-electronic division.



To: Peter V who wrote (12087)11/12/1999 6:06:00 PM
From: Mr. Pink  Read Replies (2) | Respond to of 18998
 
Hope you followed His advice and sold half.

He is still long partly for the long term.

MP