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Technology Stocks : Avant (AVNT)
AVNT 30.39+0.3%Nov 26 3:59 PM EST
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To: PMylnar who wrote (2047)1/8/1998 9:43:00 PM
From: Bill Wexler  Read Replies (1) of 3441
 
CVUS has been battered over the last few months.

IMO, this was a poor long call on Asensio's part. Naturally, I may be eating my words 5 years down the line, but I think he placed too much value on the license as an asset before waiting to see if the underlying business would pan out.

On the other hand - it looks like his short call on ERGB is percolating nicely.
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