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To: The Ox who wrote (2079)5/6/2013 3:24:06 PM
From: Robert O  Read Replies (1) | Respond to of 8282
 
BMC Software Inc. (BMC)
you think this one gets sweetened a little before it goes thru -tiny premium. cash deal though. I realize it's been somewhat 'in play' for a while though.. either way about 2% return for a prob 6 month hold might be decent risk reward for someone like me anyway. ps ironically less to fall if no deal means one can become more aggresive for small % return on largish share count.



To: The Ox who wrote (2079)5/7/2013 9:18:31 AM
From: The Ox  Read Replies (1) | Respond to of 8282
 
ALLT misses on revs and eps. Confirms stock price weakness. We slowly double our position in the high 10s and low 11s but cut our position by 60% during yesterday afternoon's run up.

Micro cap in the telecom/network segment that still has potential. Comfortable holding the smaller position for now. May add on severe weakness......


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