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Technology Stocks : PERVASIVE SOFTWARE (PVSW)
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To: James F. Hopkins who wrote (491)12/25/2000 2:36:46 PM
From: Marty Rubin  Read Replies (1) of 529
 
jim,

I was out of stocks mostly since early feb, later jumping in with PVSW but taking a small loss days later (i think it was june).
i see the triple Qs as a hedge, which means if i want to go long on msft, i'll short the Qs, or will buy puts on them (and vic versa).
they can be used as a pure investment, of course.

i have a feeling pvsw will ask for an MBO, like netappliance. with enough cash on their hand, and with insiders owning a big stake, they may try. i don't know what will happen with pvsw, and there's much less time to think of it now that many more stocks are trading at similer levels, with better prospect/balance sheet.

marty
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