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To: Sig who wrote (12319)2/12/2004 12:20:55 AM
From: Boplicity  Read Replies (1) | Respond to of 13815
 
Media and communications.

How are we going to make on the combining of those two sectors into one. Comcast buying Disney. What happens when the telecos. get up to speed? Will they buy media companies?

On another note, sort of. JNPR big buy, Comcast/DIS merger, are harbingers of a healthy market to come. Does anyone know of a good merger and acquisition fund? The arbitrage plays are going to be good going forward. You can bet that comcast will have to pay more for DIS. Should be an easy 10% gain, and with the doubt that will surely come back into the market, one should be able squeeze more then that by buying the sell offs.

greg