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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated -- Ignore unavailable to you. Want to Upgrade?

To: Paul H. Christiansen who wrote (676)	1/31/2004 8:30:26 PM
From: tinkershaw	Read Replies (3) \| Respond to of 2955

AWE is a different story. It looks like the institutions think that there might be further upside for AWE. That is because they think AWE is a buyout candidate and arbitrage is running up the price for any potential acquirers. Without a buyout AWE finds itself in trouble having the most antiquated network amongst the major players in the U.S. and losing customers like a sieve. Any more questions? Tinker P.S. Anyone else want to weigh in on ARMHY earnings. It has prompted major discussion on the NPI and ARMHY board on the Fool both pro and con. I was rather more on the con side and sold out 1/2 my position (well it was a rather large position to begin with) and now much prefer QCOM if I have to choose between the two.