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Technology Stocks : Stock Swap
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To: jd who wrote (14122)5/28/1998 1:17:00 PM
From: Doug Skrypek  Read Replies (2) of 17305
 
jd: I have been a long time follower of SGI and I have the following opinion(s):
1. The parts are greater than the whole. SGI's spinoff of MIPS and
sale/spinoff of COSMO will generate a substantial chunk of cash for SGI and relieve them of the R&D burden of carrying both of these divisions.
2. New management. Rocket Rick knows how Wall Street works and he will deliver the goods, but he needs 2 qtrs IMO.
3. Book value. Somewhere between $9-10 a share should keep a solid floor on the price.
4. New products and more competitive prices on older models.

My strategy. Short Aug and Nov puts 12 1/2 and 10 strikes.

Hope I have helped.
DS
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