…is horrific news for Alcatel-Lucent (ADR) [[ALU]] , barring a takeover attempt on the little French networking giant. A merger between Starent Networks Corp. [[STAR]] and Cisco Systems, Inc. [[CSCO]] is beyond synergistic. It is an exercise is corporate harmony. Together, both STAR and CSCO will gallop around, like little school girls, conquering the core router market, with an emphasis on destroying ALU.
At this stage, [[ERIC]] and Alcatel-Lucent (ADR) [[ALU]] should just merge. Get it over with. Or, better yet, they should make a competing bid for Starent Networks Corp. [[STAR]] . However, they will not win, since they suck and Cisco Systems, Inc. [[CSCO]] is God.
As an aside, our wonderful friends from China intend to cut taxes on steel makers—by year end. This is HUGE news for the steel industry, as it will lead to consolidate and eventual margin expansion. Without a doubt, this bodes well for POSCO (ADR) [[PKX]] , [[GSI]] , Aluminum Corp. of China Limited (ADR) [[ACH]] and every other steel producer in the world, since the global market is one big orgy of steel loving hillbillies.
Naturally, I am quite upset and I am trying to talk about other things, missing out on the CSCO for STAR merger. However, I am not obsessing over it, in any shape, form or manner—nor would I ever use “non-corporate” language to describe my dismay. I sold too early, trying to be cute. That’s all.
Based upon the worldly advice from the cigar smoking shadow near my favorite urinal, I like TriQuint Semiconductor [[TQNT]] , TEKELEC [[TKLC]] , Ceragon Networks Ltd. [[CRNT]] , Aruba Networks, Inc. [[ARUN]] , ADTRAN, Inc. [[ADTN]] and Akamai Technologies, Inc. [[AKAM]] , especially thanks to the STAR for CSCO merger (I swear, I am not obsessing).
Separately, I like DryShips Inc. [[DRYS]] , POSCO (ADR) [[PKX]] and General Cable Corporation [[BGC]] , for gut-cheque [sic] reasons.
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