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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: Tim Luke who wrote (28707)4/17/1999 2:47:00 PM
From: Glenn  Read Replies (2) | Respond to of 90042
 
I've been thinking (wow that's dangerous, I'll try to keep it under control) that ATM is a critical piece of technology for the next generation of telco services being deployed. All services will soon be high speed, around a megabit, data services. The internet, phone calls, fax, video conferencing, movies, etc. will shortly be integrated and deployed by the various telcos using ATM technology.

There are two remaining ATM makers left. To compete with cisco and lucent in this highly lucrative rollout, companies such as Eryc etc. need to buy either NN or Fore. I have studied both of these companies in detail from a technical perspective and I like Fore better. Notice NN got dumped in the Global One deal in favor of Cisco. It dropped the share price. NN is also quite a bit more expensive to buy from a market capitalization point of view. I believe Fore is poised to be taken over and Monday could be it. I was impressed with the strength of Fore yesterday. The number of 50k blocks being bought above the ask indicates that there was almost panic buying taking place.

I am also curious regarding NN. A 14 point jump on 4/15 tell's me that something is going on there. I will do a little DD on NN and post more there later.

I hold firm that Fore is next and I am feeling early next week is it.
I also will raise buyout price from 33+ to 35+ due to Friday's runnup.
Holders of Fore sould be smiling.
Great pick Tim.
All comments are welcome.
Smiles,
Glenn



To: Tim Luke who wrote (28707)4/17/1999 3:13:00 PM
From: backman  Read Replies (1) | Respond to of 90042
 
************off topic********
FIVE SURGEONS:

Five surgeons are discussing who makes the best patients to operate on.

The first surgeon says, "I like to see accountants on my operating table,
because when you open them up, everything inside is numbered."

The second responds, "Yeah, but you should try electricians! Everything
inside them is color coded."

The third surgeon says, "No, I really think librarians are the best;
everything inside them is in alphabetical order."

The fourth surgeon chimes in: "You know, I like engineers...those guys
always understand when you have a few parts left over at the end, and
when
the job takes longer than you said it would."

But the fifth surgeon shut them all up when he observed: "You're all
wrong.
Politicians are the easiest to operate on. There's no guts, no heart,
and
no spine, and the head and butt are interchangeable."

******AND THEN COMES....****
A teacher was working with a group of children, trying to broaden their
horizons through sensory exploration. With their eyes closed, they would
feel objects from pumice stones to pine cones and smell aromatic herbs and
exotic fruits.

One day, the teacher brought in a great variety of Lifesavers candies, more
flavors than you could ever imagine.

"Children, I'd like you to close your eyes and taste these," said the
teacher.
Without difficulty, they managed to identify the taste of cherries, lemons
and mints, but when the teacher had they put honey lifesavers in their
mouths, all of the children were stumped.

"I'll give you a hint," said the teacher. "It's something your Mommy
probably calls your Daddy all the time."

Instantly, one little boy spat the Lifesaver candy out of his mouth and
yelled,
"Spit 'em out, you guys! They're assholes!"

david

PS: street, you've got a wierd style of FORE-play, I gotta sat