12-28-2012, 11:51 PM
Petronian,
Last reporting has these guys in top 10. Intel supports they still are. Fundamentals have not crumbled, expect them in top 10 net reporting. We soon see. They did trim RDS an average of 35%ish though last Qtr.
No I don't think they are in the open letter biz. Perhaps the private letter biz though.
Regardless these guys have far more ST upside with IOC from any transaction than their SM holdings.
Last reporting has these guys in top 10. Intel supports they still are. Fundamentals have not crumbled, expect them in top 10 net reporting. We soon see. They did trim RDS an average of 35%ish though last Qtr.
No I don't think they are in the open letter biz. Perhaps the private letter biz though.
Regardless these guys have far more ST upside with IOC from any transaction than their SM holdings.