Seeking Alpha

Mark Gomes

 
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  • Is Alvarion Prepping Itself To Be Acquired? [View article]
    Bazooooka,

    I like the risk/reward also. However, "doubling down" should be reserved for certain situations. A speculative play like this isn't one of them. I have my position and I'm holding it whether it goes to $2 or $0, but I won't be adding to it.

    Cheers,

    Mark G.
    Oct 25 12:24 PM | Likes Like |Link to Comment
  • Is Alvarion Prepping Itself To Be Acquired? [View article]
    Of course, I meant to say "I'm NOT always right" above. My subconscious ego overruled my conscious humility there. LOL.
    Apr 20 02:41 PM | Likes Like |Link to Comment
  • Is Alvarion Prepping Itself To Be Acquired? [View article]
    I don't believe that being smaller would be a deal breaker if DRWI wanted to take a shot at consolidating the businesses. Reverse mergers happen all the time. Such a deal wouldn't be too much different.

    In any case, DRWI is nowhere near the only potential acquirer. Private equity is first that comes to mind. If I wanted a quick burst and exit, I would have thrown around big names like CSCO.

    Not my style. I'm always right, but I'm always diligent and always honest. It's the only real way to build a lasting group of followers in a public setting like this (where your every word is captured in print for all to see and look back upon).

    Great feedback though. I'm always happy to see investors that actually have (and use) their brain.

    Kindest Regards,

    Mark G.
    Apr 20 09:49 AM | Likes Like |Link to Comment
  • Is Alvarion Prepping Itself To Be Acquired? [View article]
    John,

    I've been there, man. Just remember, though...negative sentiment is what washes a stock out. Don't think about your past losses. Think about the current situation. You're in a better position to figure it out than most...you have the experience (and hopefully the homework) on your side.

    I for one am happy to see a CEO with Lapid's experience take the reigns. Wouldn't you agree?

    Kindest Regards,

    Mark G
    Apr 20 09:41 AM | 1 Like Like |Link to Comment
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