OT - ALU et al. Lt cap, Thanks - nice article. Vaguely reminiscent of the analysts coming around on INFN - altho for NOK/ALU, there are some vocal detractors, and they're not stocks that need to be 'discovered' by the street. My guess would be that the dust won't really settle until the deal gets done, the scale of the cost of integration of the merger is clearer, and the synergies promised (and apparently debated among analysts) gets realized, or not. It's back to, as you say, lt investment. I'm hoping that it is again near the top of its current 'range', as I'd accumulate more in a dip back to $3.70's or so. 

But my guess is often wrong - AMD, around which the talk of BK is now again active, I figured was given up for dead. Couple of days ago they put their latest line of desktop GPU's out there - except that they're not new at all - they're re-branded (again) cards with an architeture that is now years old, and is slipping behind Nvidia's offerings ever more. Absolutely no change in the architecture of the AMD 390 series (the now-released cards that 'replaced' the 280's, which 'replaced' the 7000 series, all the same architexture), only change is tweaks to clock speed and memory speed. Basically, they're overclocking their cards right out of the box.  In fairness, they are working on cards with new architecture, but they've been quite delayed. And there's always the talk of AMD finally being ready to give INTC a 'run for the money'. I'd rate their chances of that about as great as Charlie Brown ever kicking the football. Yet, the stock has moved from the $2.20's to aobut $3.60 in a short period of time. The market works in mysterious ways.