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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (3623)	3/29/2001 7:54:40 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 33421

JXM Have a flyer on CORV from $7.25. SCMR actually has a better balance sheet and with all the investment income has positive cash flow. From what I read CORV is leading edge and they also have a good balance sheet (just not as good as SCMR as of last qtr). I expect consolidation big time but unfortunately many of the companies with good balance sheets won't do it until the balance sheets start to deteroirate. JNPR and CORV would make a good combo (please no comment on this). Good luck out there. Tim