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To: Tech Master who wrote (15077)7/27/1998 4:15:00 PM
From: Papillon  Respond to of 17305
 
Tech Master:
TRBD(F), as you well know, has a compelling story. Now the F is coming off, as expected. Presumably many funds can't buy this until the F is off, or can they? With the official announcement this morning could managers restricted to domestic equities go ahead and buy? Or do they have to wait until it's really off?

Other possible big news this week would be a TRW or MAN buying a minority stake in the company. Strong possibility of this happening. Closed at 16.75, let's see, up 15% today. It was up 6% on Friday and up about 12% last Thur. -- I see a trend!

Bought ALYD at 13.8125

ORCL (up 8.4%) and IRSN (up 7.6%) making good moves today and both had strong buying at the close.

Lookin' good....!

I'm so happy I don't give a fig about CELN (small potatoes)!

Papillon



To: Tech Master who wrote (15077)8/4/1998 5:35:00 PM
From: nigel bates  Read Replies (1) | Respond to of 17305
 
TM,
Good call on TRBD. Are you back in yet ?

Any views on PLFM post the Brazilian telecomms auction ? Speculative, but they just might be about to become a serious player.

Nig