Tuesday, September 23, 2003

Hotting Up
Talking to a lot of folks in the market place and there is an unmistakable smell in the air of greed and deals. Buyers, who have been on the prowl, are now seen hunting in broad daylight. Sectors receiving the most attention are still the value propositions: low p/e's, restructuring opportunity, tiny market cap's. Obviously people are still trying to keep a lid on it but the M&A activity will come to light soon enough. Looks like a very active fourth quarter; stay tuned.

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