Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of Syniverse
So what: This is Carlyle's second big bet this week. On Monday, CommScope
Now what: Just as speculators have chased prospective buyouts in the wake of the bidding war for 3PAR, the coming weeks could easily bring big gains in undeserving telecom companies that loosely resemble Syniverse and CommScope.
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