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Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?


To: The Reaper who wrote (2172)6/15/2007 7:46:30 AM
From: RockyBalboa  Respond to of 6370
 
Yes I am well aware of that discussion and also see that the market supported QCOM much more than originally supposed.
As regarding to option granting practises (see thread), those will count one day - be it Comverse, be it brocade, broadcom... or even Apple.

NMX tries to sell itself into the craze for 14.3B (~$154). Apart from its name NMX is losing out vs Chicago and the fast growing London IPE (traded as ICE). IF NMX goes for 150 then.. it goes for an internut' valuation of 30x sales. Then there's little to prevent the ICE to over 250.

I might even try that via an options pair.



To: The Reaper who wrote (2172)6/15/2007 8:42:43 AM
From: RockyBalboa  Read Replies (1) | Respond to of 6370
 
Close to 10% inflation per year, and stocks and bonds rise.

Of course the CPI number is meaningless, what counts is a managed "core" CPI which is essentially flat.

As if someone could live only from core products. Perhaps.

[the CPI number is often touted as too volatile thanks to energy components. But nobody seems to realise that... the volatility is long gone from energy replaced by a pretty steady upward trend]