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Anthony Alfidi
: I went long 3Com (
COMS
) after
HP
announced the buyout.
A
small, easy merger arb play.
Tue, Nov 17, 2009
LongShortTech
:
EXTR
has also rallied on news of
HPQ
's acquisition of
COMS
. Watch also
BRCD
for a rebound.
Sat, Nov 14, 2009
Hedged In
:
HPQ
's acquisition of
COMS
increases competition on
CSCO
. But the biggest victim is
BRCD
, which was looking for a buyer.
IBM
?
Thu, Nov 12, 2009
LongShortTech
:
HPQ
buying
COMS
= further collision between
HPQ
and
CSCO
. What will
IBM
do now?
Wed, Nov 11, 2009
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