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Strategies & Market Trends : Roger's 1997 Short Picks
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To: Bob Trocchi who wrote (9128)12/30/1997 6:59:00 PM
From: Pancho Villa   of 9285
 
Bob: >>In doing some further checking regarding the DEC/ALCY rumor, it seems more likely if anything happens it will be a licensing deal. ALCY is way too expensive IMO for DEC to buy. A licensing deal would however does make some sense. <<

Based on today's volume I doubt a buyout is going to happen, unfortunatelly these things do leak out and if the rumor was certain the volume would have been at least double what we saw today. I have a significant short position starting at 22+ and adding at 23+, still my SEEC position which in share amount is in a 3/2 proportion seec/alcy which I shorted at 22+ offsets my loss here. I am patient and if DEC takes them over so let it be, I have always been ready for a teke over bomb in the y2k stocks. IMO the [short] gains will offset losses of this nature. My ZTIL short which is in a 5/2 ratio zitl/acly and I started at 13+ and added at 11+ is also ahead. ALYD had a similar run into the 20's and came back nicely back towards it belongs.

Regards,

Pancho

PS: having a nice time in Brasil. I am pretty close to where the Female USA volley ball team was playing last weekend (the beaches of guaruja). On 1/2 I take off to Vzla, Morrocoy National Park, and will be gone from SI and the net (probably for my own good during my stay there)
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