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To: Lizzie Tudor who wrote (32640)5/21/2007 3:36:05 AM
From: Elroy  Read Replies (1) | Respond to of 57684
 
You know anything about these guys in your solar research?

hscpoly.com

Hemlock Semiconductor.

Evidently they are 63.5% owned by Dow Corning, which is 50% owned by Corning (GLW).

hscpoly.com

GLW said that Hemlock just announced a $1 billion capital spending plan, and is growing in excess of 35% per year. Probably a good one to put on your solar radar...



To: Lizzie Tudor who wrote (32640)5/21/2007 9:27:28 AM
From: Elroy  Respond to of 57684
 
Premarket Movers: ValueClick Eyed
Monday May 21, 9:16 am ET
ValueClick Jumps As Street Sees It As the Next Buyout Target; Lowe's Dips on 1Q Miss

NEW YORK (AP) -- Shares of ValueClick Inc. were up in premarket activity Monday after a spate of buyouts in the online advertising and marketing industry left the Westlake Village, Calif., one of the last remaining stand-alone companies in the business.

ThinkEquity Partners analyst Stewart Barry released a note to clients Monday that said ValueClick "should be next."

He suggested Microsoft might be interested, as ValueClick "would be complementary to the aQuantive acquisition," noting they considered combining themselves in the past.

Barry said Google and Time Warner, parent of AOL, also might be candidates to buy ValueClick, not only to bolster their own ad networks but to prevent Microsoft from buying it, and listed other Internet companies that might be "anxious to avoid being shut out with the last large-scale digital advertising property on the line."

Barry raised his price target on the stock to $43, and reiterated a "Buy" rating.



To: Lizzie Tudor who wrote (32640)5/21/2007 11:40:07 AM
From: Bill Harmond  Respond to of 57684
 
Larry Ellison must be curled up in the fetal position considering a possible services alliance between Salesforce & Google.



To: Lizzie Tudor who wrote (32640)5/22/2007 6:42:57 PM
From: stockman_scott  Respond to of 57684
 
Ariva launches a new style of VC firm: A federation of investors

venturebeat.com