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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (30796)2/18/2002 6:40:48 PM
From: Zeev Hed  Read Replies (1) | Respond to of 99280
 
Two things, first, CIEN and ONIS are complementary entities, not competing, thus competitive pressures may not subside. The problem is not so much the competition, but lack of end demand. As for acquisitions, until it becomes clear how these are to be treated on the books, and until real bargains become available, yes, that activity will be limited. The immediate impact on CIEN stocks, should actually be negative, since I would presume a lot of shorting against the block will take place by ONIS holders.

Zeev



To: t2 who wrote (30796)2/18/2002 8:35:37 PM
From: LTK007  Respond to of 99280
 
The vast amount of merge or die that went on post 1929 did not stimulate the market at that time. But in the loooong run paid off for those few giant corporations that did emerge from it all.
But,in my view,the initial M&A action will not cause stimulus as a wait and see attitude is taking hold.


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