I sold out of ALU but it's a long-term play on 3G technology. They just signed a $1.7B deal with China Mobile and China Telecom. Big deal for ALU and the stock is up 6.5% in AH.
http://news.prnewswire.com/DisplayReleaseContent.aspx?ACCT=104&STORY=/www/story/04-27-2009/0005013982&EDATE=
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