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INFN
<p>As usual, have to work from memory, as I can't copy
these stories:</p> <p>major analyst (Morgan Stanley? I
think) upgraded INFN from 'underperform' to 'neutral', based on
valuation. PT is $7 - or maybe that was amalgam of all analysts. I
don't think so, as I</p> <p>thought the other day that
all analysts had a $9 PT - but, as we know, things change quickly,
and maybe other analysts haven't weighed in yet.</p>
<p>The MS analyst said that INFN's success is based on how
well they integrate Corian acquisition, and what products that
integration produces. They also noted that INFN is burning cash
like it's going out of style. I'm too 'frozen' to sell what value
I've got left in the stock. But that last part sure sounds lke BK
could be a real possibility if they don't get their act together
before the </p> <p>clock runs out, no? And one
might wonder - at this price, *if* they've got goods worth owning,
a buyout would be tempting. My guess is no buyout - like the 'magic
8 ball' says: Answer</p> <p>unclear - ask again
later.</p>
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