ANTEC Corp. (ANTC) Message Board

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Technology Stocks : ANTEC Corp. (ANTC)

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To: Arthur Tang who wrote (677)	9/29/2000 6:36:58 AM
From: Arthur Tang	Read Replies (1) of 847

Silicon Investor just informed me that they have a new feature which is the data on institution holdings. It showed June 2000 filings. While it gives you a feel of the past, it does not give you any data for the past month even. This data is strictly mutual funds and institutions and could exceed 100% of outstanding stock issued by the company, due to the shorts sold by the market makers and delivered by the clearing houses to the institutions. It is extremely important to realize that ATT(TCI) is only lumped into the institutions and was not listed for their 20% ownership of ANTC. On the other hand in the rotation column, the net is the shorts as reported by Nasdaq? Therefore the rotation column could give you a feeling for the market makers' plight. Notice that while Warburg mutual funds own ANTC, they were not protected by the market making bull pan at Warburg but they could use the backroom certificates to short ANTC. Using the trading data from Nasdaq, you can put together, the volume traded by Warburg and their customers by adding their numbers. We could of course use simultaneous equations to identify their customers. It is always interesting that in the pursuit of knowledge, we can see how each market maker, his operation and customers, to determine the actions and reactions. We can give them an evaluation of their performance, and also predict the price moves or pull backs. The only problem is published data is always much slower than we need. If ANTC has accounting system that reflects changes the management can access within the hour; we will never have to worry about earnings projections. All we have to worry about is the marketing organization ANTC has yet to build for the rest of the world penetration?

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