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Strategies & Market Trends : Position Trading Forum -- Ignore unavailable to you. Want to Upgrade?


To: Tim Luke who wrote (4380)10/27/1998 1:21:00 AM
From: KMFDM2000  Read Replies (2) | Respond to of 7247
 
Tim,
You forgot CTV....Commscope as a possible LU acquistion...
Regards,
KMFDM2000



To: Tim Luke who wrote (4380)10/27/1998 1:27:00 AM
From: Glenn  Respond to of 7247
 
My favorites:
Xyln Asnd NN all good. They offer an integrated solution that I find appealing. I give the edge to Xyln for a wide variety of reasons. I don't see asnd (even though its a good trade once in a while) as its too big and too costly.

The dark horse is fore, from a technical perspective. I like them as their products will fit into a "LU solution" better.

With these thoughts, I believe Xyln first followed by fore.

Note to readers, I own shares in xyln, nn and fore.