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To: HandsOn who wrote (43215)12/12/2000 2:14:50 PM
From: American Spirit  Respond to of 57584
 
DT needs to buy a US telco. Has the cash. WCOM and FON look cheapest now. SBC and VZ could also be in the hunt. T also has become a target. Or at least part of the company. But LU looks like the target today. A real value buy now as I've heard the company has more high-tech patents than any other company in the world. IBM in second place. Bigging war for LU possible. Wouldn't CSCO like them too? Huge basket of assets there including the former Ascend.

UIS may be undergoing a stealth takeover by the way it's been steadily rising lately on no news. Usually moves with IBM but IBM hit bottom today. Making IBM a great solid buy today. SUNW also.

ESHR just ticked off the bottom. Not for the faint of heart but expect a PR announcement soon. If it's anything but terrible news the stock could double overnight.

Bullish here though the skittishness in the market is still apparent and upside targets certainly have to be adjusted down some.