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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (7392)	4/18/2005 12:57:31 PM
From: ACAN	Read Replies (1) \| Respond to of 23958

Sergio; -OPLK- Looks like a good buy point for OPLK at 1.43. Allan

To: Sergio H who wrote (7392)	4/18/2005 12:58:42 PM
From: Ken W	Read Replies (1) \| Respond to of 23958

Sergio "There were a couple of posts on ALAN while you were away. Also on ALAN, rumor has it that Walrus Partners has brought a large stake. Is this true?" Comfirmed it this morning. Looking at Walrus' website I'm quite impressed with their three year returns. Expect that there will be some coverage from the Special Situations letter after the NEC and NTT deals are finalized and some hard numbers are exposed. I've pressed IR on being a little more open with hard numbers, receiving a promise that it will be brought to the attention of company management. The explaination is that the company plays very close to the chest on what they are doing being the only one that does this type of work. Just a management style I guess. Ken