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


To: TRIIBoy who wrote (13163)4/13/2000 1:28:00 PM
From: Steve Fancy  Read Replies (1) | Respond to of 18998
 
Hello TRIIBOY,

I am curious as to your logic on shorting CPQ. I searched the thread and don't see where you offered your reasoning. I am long the stock and believe this will be an IBM type recovery story. I am not expecting a great story this quarter, but expect a *very* positive forward looking forecast. Did you see AMD's numbers last night? Maybe these big IT budgets did start kicking in as promised March 1st? I don't mean to argue with you, just looking for intelligent feedback. Seems that other boxmakers who are less diversified in services etc would be much better shorts for those so inclined.

I am not looking for huge short term pops, but honestly believe CPQ will be in the 45-50 range year end.

Thank you.

sf



To: TRIIBoy who wrote (13163)8/14/2001 3:32:49 PM
From: RockyBalboa  Read Replies (1) | Respond to of 18998
 
Triiboy,

MDLK finally bought out by UNEWY. $5, at least it is a cash deal...

Tuesday August 14 3:01 PM ET
United Business Media to Buy Medialink
NEW YORK (Reuters) - Britain's United Business Media Plc(Nasdaq:UNEWY - news)(UBM.L), owner of PR Newswire, said on Tuesday it would buy corporate multimedia news content provider Medialink Worldwide Inc. (Nasdaq:MDLK - news) in a deal designed to boost its PR Newswire service.

United Business, which also owns NOP World Market Research and does most of its business in the United States, said it would pay $5 a share in cash for Medialink, valuing the deal at $29 million. It said that it would merge Medialink into its PR Newswire subsidiary.

Medialink's shares jumped after the announcement, rising 99 cents, or almost 30 percent, to $4.34.