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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (21531)	10/22/2000 4:30:38 PM
From: Sergio H	Respond to of 29382

Ken, you beat me to the punch on SCIX and BRKT. BRKT has been pulled down by ISPD and SCIX is held down by problems in mid-east, as you said....but SCIX looks very interesting. The low PE is partially due to $191 million gain from the sale of a division, but without the sale the PE is still in the low teens. SCIX cancelled a scheduled spin-off of one of their other divisions due to the mid-east situation, but they have a 27% ownership interest in CREO (take a look at the CREO chart) and $60 million in cash. Lots of open interest in the January calls. TLXN is a play on the merger. Both stocks went up in tandem on Friday, but it's going to be complicated by the arbs. Sergio ps Some nice trades put up on this thread by you, Ditch and Ray last week. Congratulations and Yeehaw!!!!!!