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Non-Tech : Paired Trades and Hedging Strategies
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To: IRWIN JAMES FRANKEL who wrote (123)6/19/2008 9:03:18 PM
From: IRWIN JAMES FRANKEL   of 136
 
edit - added prices

Short DISH 30.85
Long DTV 27.81

Thesis: DTV growing via market share transfer from DISH, which is losing subscribers. DISH is also at risk of losing ATT as a marketing partner - though they are not much of a partner anyway since they are pushing their own competing product an IP TV product. ATT has also called in a loan to DISH for $500M - no reason disclosed but the inferences are negative. Also, DISH which has lost a suit by TIVO in both the trial court (~$100M) and on appeal also runs the risk of having their DVR's turned off and being held in contempt.
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