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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: Glenn who wrote (17909)3/17/1999 1:30:00 AM
From: Glenn  Read Replies (2) | Respond to of 90042
 
I hate sloppy work so I added to the previous post.
Sorry, the time limit expired.

I guess it takes a lot of work to see your point, Tim.
contracts= price movement= buyout=pretty picture

contracts: ion and the FON/CSCO alliance according to press releases make your point here.

Price movement: really not impressive but very stable. I expect this to change upward quickly due to press releases and comnments from theStreet.com Very boring up to now but it could and should change.

Buyout: I really can't comment, but who could without inside info. Given the climate and the past year's activity, this does not seem unlikely.

BTW you forgot the fundamentals like financial obligations etc. and competitive pressure.

Competitive pressure is not a real problem, imo, due to favored vendor status with a major Telco. Debts or captital show pair cash rich.
Based on the above analysis, I say put a "little" or "a lot" based on your analysis away for a hold.
Do not overload, as I would say that about any stock.
Just get ready for a potentially nice pop.
This is not a nut but IMO does not incur the risk.
Again all opinion are welcome. I have a position and if I am wrong, you do me a favor by beating me up a bit.
Glenn




To: Glenn who wrote (17909)3/17/1999 1:32:00 AM
From: MrThesp  Read Replies (1) | Respond to of 90042
 
Things are looking better, but...

After sitting on this puppy for so long it takes me awhile to get excited.

As you know I'm new to this thread (I'm barely out of lurking mode) but I was encouraged to find that the thread I gravitated to most was also talking about “my” black sheep.

News HAS been good lately... I just got beat up all by myself for too long to appreciate it. I'm still down a little from my average but getting happier. The idea of a buyout is tantalizing to me and have always felt this was a distinct possibility. One other factor that should be considered re: buyout is their location in SoCal. Far less competition for staff... and local support has grown like a weed. IMHO