QUANTUM Message Board - Msg: 10044406

STOCKTALK

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Technology Stocks : QUANTUM

QNTM 8.980

+4.5%

Nov 7 9:30 AM EST

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To: Lutz Moeller who wrote (8961)	6/9/1999 9:50:00 AM
From: Z Analyzer	Read Replies (1) of 9124

<<I already have QNTM overweighed in my portfolio. So to really play the arbitrage, I would have to short QNTM and long MDCD. As I still have faith in QNTM I'd rather not sell QNTM. Or should I sell all my QNTM and buy for the money MDCD?>> I don't see how you can play this without increasing your exposure to Quantum further. Shorting Quantum would not be wise since your loss on any increase above $20.45 would not be offset by further gain on MDCD (which stops appreciating at $10. Selling Quantum to participate in this deal risks missing upside if the tracking stock lives up to its potential. <<Now a question to the thread: How will the stocksplit affect the QNTM-MDCD-deal?> Hopefully, it will keep Quantum above or significatly above $20.45. You would have to assume that if the split has gone thru (not essential), that they would merely be added back together in the same proportions to arrive at a combined Quantum price. -Z

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