spill one or two oh wise one
PMed to a couple already:
lots of merger and acquisitions going on this quarter:
TDC bought by HPQ: my guess from what I heard is 50/50 to close by Q4, or early Q1 11
INFA bought by ORCL: 75% chance of closing by the end of the year
Netezza will get acquired in 3-4 months, there's about 5 vendors on the line, this is a done deal.
TIBCO (TBX), oracle or SAP... definitely going...
EMC, huge HW upgrade cycle coming in; also Vmware is selling like hotcakes, earnings will soar by end of year..
Max Linear (MXL) just about to release new chipset for power management on handhelds (OEM by qualcomm, do the math) my EOY target is high 20's
Ford (F), many say already priced in but in the recent couple of weeks stock has been beaten down regardless of the company's outlook. Similar to what happened over a year ago.
I also like BofA... always beaten down too much in downtrends and always bouces back. Chose your valleys, sell at peaks.