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Non-Tech : Conseco Insurance (CNO)
CNO 41.29+4.3%Nov 4 3:59 PM EST

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To: Tunica Albuginea who wrote (3657)10/28/2000 12:05:14 PM
From: Kevin Podsiadlik  Read Replies (1) of 4155
 
You know what would really gall me, were I in the shoes of a CNC long? The fact there are probably a fair number of institutional investors willing to take a chance on this still relatively modest company (meaning TeleCorp/Tritel), except, knowing full well CNC has to dump its stake in the not-too-distant future, most of them will wait until they can buy CNC's shares.

The upshot being that, if anything, the company is likely to underpeform its peers as long as CNC is a shareholder.

But what I want to know is... does this mean you're rescinding your negative outlook on the market for tech stocks (#reply-14546017), after just 2 1/2 weeks?
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