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Technology Stocks : VISIO Corp (VSIO): Big ISO 9000 Play

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To: TobagoJack who wrote (509)1/10/2000 11:19:00 PM
From: WiseGuy  Read Replies (1) of 522
 
Jay,

> (1) EGRP has been left for dead by the momentum crowd.

Don't count on it. The online brokers have been held down by perception of competitive threats from major players like Merrill Lynch offering online trading and by higher interest rates. Either of these two forces becoming mitigated can cause an explosion in the share price, especially given very strong trading volume as of late.

> (2) January IPO of EGRP Japan (45-50% owned by EGRP, rest > by Softbank) will have a high first day pop, followed by > realization in US of 'embedded value' given the deal heat.

You said it yourself that EGRP Japan would pop up. Naturally EGRP USA will follow. Wouldn't that eat into the time value of your puts?

By the way, what is the date for the IPO of EGRP Japan?
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