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


To: Maryann M who wrote (47039)5/29/1999 7:33:00 AM
From: ok1day  Read Replies (1) | Respond to of 90042
 
Maryann...the calls were great..How
often can one get in to a stock 10 minutes before it gets halted? The problem is they did not listen to Tim and hold out for what they were worth. Believe me the ones that made the final decisions made plenty on this, they just did not think of the shareholders. On OSI, Tim was pounding when it was still in the 28's. Then he was pounding not to sell. Great call again it got halted the next day! I think we will see it in the 30's real soon. Of course market conditions are relevant.
Hope you are in CS. Has been real strong IMHO.

Tim is unbelievable on these calls. Management just has to listen to his buyout prices....I think maybe stock swaps do not get as much as all cash deals....but then, what do I know

Good Luck



To: Maryann M who wrote (47039)5/29/1999 10:22:00 AM
From: kathyh  Read Replies (2) | Respond to of 90042
 
good morning maryann, while the premiums for osi and skyt are not immediately gratifying in the way that fore was, it seems that if we hold on for a bit, they will be eventually!!

and i agree with you, timing is everything... we waited for fore to be bought out, had to hold for a while to get our reward... have been doing the same with coms...

in the case of osi and skyt, looks like the waiting, and holding to get our reward is just coming after the takeover was announced, instead of before!!

for example, inf was 25 9/16 friday... at 1.25 per share swap, our osi would fetch $31.95... but inf was also upgraded friday, with a target of $35, seems to indicate it will bring patient osi holders an eventual per share price of $43.75 or more!!

good luck to all of us!! have a great weekend...

kathy :)



To: Maryann M who wrote (47039)5/29/1999 3:07:00 PM
From: HandsOn  Respond to of 90042
 
Like Tim recommended if You don't need the money take the shares for a good mid to long term hold.



To: Maryann M who wrote (47039)5/30/1999 8:35:00 PM
From: Jim Ray  Read Replies (1) | Respond to of 90042
 
Maryann:
Hold on to your SKYT shares. WCOM is one of the most loved companies on Wall Street. Their stock price was around $94 about 45 days ago and rising. The price fell when the NXTL rumor hit the street. The street didn't like the possible deal. Bernie Ebbers will make an announcement next week explaining that the SKYT deal will be immediately accretive for WCOM and Wall Street will love the deal. WCOM should pop to $95 or $100 in the next 15 to 30 days. For every $ rise in WCOM your SKYT goes up $.25. If you want to hold for 6 months you should make a really good premium.

I have held WCOM for 3 years and this is always the script Ebbers follows. He does not buy a company that is not accretive, and when he promises that it will be, he always delivers. And Wall Street rewards the stock price. They love him.

In the next few months I think this pick by Jane and Tim could be gangbusters. A hell of a job by both! I also believe the OSI buyout will follow the same script. The combined companies are going to Megaliths in the outdoor advertising business. A hell of a job by Tim on that one!

Needless to say, I didn't have either. All my loose money is in COMS. I think the Master is right on them also. Big time.

Jim Ray