SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?


To: John Hunt who wrote (11898)12/19/1997 12:06:00 PM
From: purecntry5  Read Replies (1) | Respond to of 18056
 
Takeover rumors getting stronger with most targets around $38.

Cowboy Brett



To: John Hunt who wrote (11898)12/19/1997 12:18:00 PM
From: IceShark  Read Replies (1) | Respond to of 18056
 
John, Read the GTW thread for the last week or so. Dan Wells, who lives in the Souix Falls area, was at a party and heard (or should that be herd -g-) rumors/cocktail chat that things were going gangbusters from both a unit volume basis as well as high unit ASP. This should combine for results that blow away current earnings estimates for this quarter.

Plus people view GTWs lack of Asean presence as a big plus, as opposed to say a CPQ's. Finally, some bozo anal was out saying the company store plan was a great idea (which I have trouble swallowing) and they are going to kick the crap out of the CPUs/Best Buys of the US.

These views, as well as ever present takeover rumors, sure seem to be taking hold.

Regards, DWW



To: John Hunt who wrote (11898)12/19/1997 12:21:00 PM
From: eddie r gammon  Respond to of 18056
 
<<Anyone have a better explanation?>> Mr. Ponytail has filed to sell 300+K shares @32 and they have to get the price up there so he can unload (g)

erg



To: John Hunt who wrote (11898)12/19/1997 3:18:00 PM
From: Mike M2  Read Replies (2) | Respond to of 18056
 
John, i have not looked at the open interest but I feel it is kill the put options on GTW. This Q will be bad for GTW it is a great short. Mike