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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (3586)	1/17/2014 4:30:45 PM
From: richardred	Respond to of 7256

Hi Ox: I originally bought my LTXC position to hedge my position in Verigy. As you might recall. Before the VRGY bid launched by Advantest. VRGY bid for LTXC. If the VRGY bid didn't complete. I was fairly sure they would complete the LTXC bid. The VRGY acquisition was completed and it's bid for LTXC dropped. I had hope someone else would step in. After years of losses. I'm out with a moderate gain. I've sold more than LTXC recently to pool funds. I wanted to cut the number of companies in the portfolio. To focus on some less risk with a higher weighting. I picked SUP. P.S. I've cut my high tech exposure. However I'm weighted in BRKS.