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Daniel Andres Jacome

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  • EchoStar's a Buy on AT&T Buyout Speculation [View article]
    just hit the wires:

    16:10 DISH EchoStar: WSJ Deal Journal discusses AT&T/DISH rumors (51.08 +2.04) -Update-

    WSJ Deal Journal reports investors in orbit over a possible acquisition of the co by AT&T (T) may want to come back to earth. After speaking to a number of bankers who follow the industry, they don't expect AT&T will be pulling the trigger on a purchase of the $23 bln satellite-TV co any time soon. Rumors about a possible tie-up between the cos have been flying today. From everything they have gathered, it looks dubious that Goldman has been hired to explore a deal, as TheStreet suggests. Why don't the bankers think there will be a deal? Turns out a number of them have, in fact, been pitching the business to AT&T, but they haven't been solicited by the telecom giant in a formal "bake-off". If AT&T were so eager to do a deal, why resort to what bankers often call the "I'll shoot myself" strategy to bring them to the negotiating table? The purchase of a big satellite competitor like EchoStar could be seen by the mkt as a sign that AT&T's effort to organically grow a big TV business, known as U-verse, isn't working..
    Oct 16 04:25 PM | Likes Like |Link to Comment
  • EchoStar's a Buy on AT&T Buyout Speculation [View article]
    T hired GS to buy DISH. This should be interesting.

    disc: long DISH
    Oct 16 04:06 PM | Likes Like |Link to Comment
  • Why Cisco Should Buy Alvarion - Not Navini [View article]
    Thank you for a great article. We are long ALVR as well and down sharply this month, but sticking to our position, as we feel WiMAX is a long term bet and ALVR ultimately WILL get acquired.

    Oct 16 12:56 PM | Likes Like |Link to Comment
  • Five Major Questions On Oracle’s BEA Buyout Bid [View article]
    BEAS mgmt is being stubborn: they got more than enough and Uncle Ellison was generous this time around.

    Carl should be pleased.

    COGN, TIBX are the next ones to go, but don't expect anything until after the holidays......
    Oct 15 10:30 PM | Likes Like |Link to Comment
  • Analysts Give BEA Scant Hope For Alternative To Oracle Bid [View article]
    There is no way BEAS get a better offer. BEAS mgmt is being stubborn: the stock was in the gutter for a while and they are lucky ORCL is buying them at a 25% premium.

    Talking about BEAS now is spilt milk: it is time for us to now look at what else Carl may flip next.

    Oct 15 10:17 PM | Likes Like |Link to Comment
  • KLA Tencor's A Short Following CIBC Comments [View article]
    makes RTEC a great target if it can sustain the market theft longer than a Q....I have heard something about KLAC going after NANO, but still no whispers from our tier 1 moles......where is the juice?
    Oct 15 09:46 PM | Likes Like |Link to Comment
  • EagleTest Systems Should Rise on Great Canaccord Adams Call [View article]
    I'll pass, I looked @ EGLT and they are a needle in a haystack. Id be surprised if it survives above the 50 day. Short it on a pullback. The semi space is brimming with uncertainty and you are better off sticking to quality. Our #1 idea in the space remains VSEA, which is attractive under 50, by a mile.

    Listen to the LRCX call -- things are nowhere near "squared away." Are they ever?

    Oct 15 09:43 PM | Likes Like |Link to Comment
  • DJ Orthopedics: Get Stronger With This Baby Boomer Stock [View article]
    We got a 23% return on this one, here. Blackstone took DJO out at 53+.
    Oct 13 05:30 PM | Likes Like |Link to Comment
  • IDEXX Laboratories: A Solid Bet on the Pet Economy [View article]
    I just got word that IDXX may soon SPLIT their stock, which would be a net plus, in our opinion

    Right now, IDXX is a $3B+ company with only 29m shares in the float...the writing is on the wall.

    We will pick up more IDXX within the Q.
    Oct 13 05:27 PM | Likes Like |Link to Comment
  • IDEXX Laboratories: A Solid Bet on the Pet Economy [View article]
    I should add that Ruane Cunniff, a deep value shop, owns 15% of IDXX. Ruane runs the Sequoia Fund, whose returns speak for themselves...

    I think that at 37x forward, IDXX is probably not a "cheap" stock, but it is going higher anyways. People love their pets and will run thru brick walls to make them happy....that's why IDXX makes us happy.

    Buy on any weakness.
    Oct 13 05:23 PM | Likes Like |Link to Comment
  • Secular Market Share Gains Juice Up Varian Semiconductor [View article]
    Nice, the stock gapped up at the open Friday on positive cap ex whispers from titan Samsung....

    VSEA is at a GREAT buying point and won't stay under $50 for long.....
    Oct 12 11:42 AM | Likes Like |Link to Comment
  • WiMax (Over) Hype: Alvarion Not Likely To Be A Target After All [View article]
    watch out!!!!

    The author quotes QCOM CEO Paul Jacobs from 2 years ago saying "WiMAX is dead." So dead in fact that in January 2006 QCOM bought Flarion a company developing a variant of the OFDM technology on which WiMAX is based.


    We have a big bet on ALVR -- please refrain from trying to take the stock down with old info...the world has changed in 24 months and WiMAX is increasingly deployable.

    We'll all see how solid ALVR is when they report the Q in November....
    Oct 8 05:17 PM | Likes Like |Link to Comment
  • Morningstar: Benefiting From ‘The Spitzer Push’ [View article]
    MORN above 70 and it broke out again today...we rocked this one

    dis- long MORN
    Oct 8 01:42 PM | Likes Like |Link to Comment
  • Cognos Incorporated: Vendor Rationalization Could Spark Buyout [View article]
    We nailed the call --- $ pouring into the stock today, we upgraded this morning to OUTPERFORM
    Oct 8 10:03 AM | Likes Like |Link to Comment
  • Cognos Incorporated: Vendor Rationalization Could Spark Buyout [View article]
    expect COGN to pop Monday -- BOBJ just bought out by SAP....that leaves COGN and INFA as the next ones to go.

    the obvious suitors: SAP, ORCL, IBM...............
    Oct 7 09:24 PM | Likes Like |Link to Comment