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Technology Stocks : PC Sector Round Table
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To: Frodo Baxter who wrote (804)9/5/1998 2:07:00 AM
From: Jurgis Bekepuris   of 2025
 
Lawrence,

>Sounds good, but TLAB could rally again if the deal
> breaks, like they did last time.

Yes, definitely not without risk. But the
volatility should be enough to cover with profit.
Of course, an $50 offer from CSCO would be great. :-)))

Take a look at HMCH-RWAY for a "quieter" arbitrage.

>Still, have you noticed that arbitrage spreads have
> widened a bit in recently?

>Seems like all the big boys are pulling in
>their horns and deleveraging a bit.

Yep. Missed BTL at $60.5. Arbitrage is a nice way
to get some money in down-flat market - see "Buffettology".
I'm too chicken to short straight.

Good luck

Jurgis
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