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Strategies & Market Trends : Point and Figure Charting

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To: The Phoenix who wrote (5269)	8/1/1998 1:19:00 PM
From: Jorj X Mckie	Read Replies (1) of 34812

Gary, Shouldn't you be out at the swimming pool by now??? Welcome to the darkside of the TDT! I think we are in violent agreement about the over-reaction by WS to the ASND/SRA rumors. I bought August calls simply for the short term pop I expect to see at the latest by Wednesday (CSCO earnings play). So what do you think the driver is: ASND wants to play with the big boys and thinks they can do better on their own? (making themselves unattractive to LU, and more competitive with CSCO, LU, NT). Haven't seen this idea come up; LU sees value in SRA and encourages ASND to acquire. Didn't BAY do this sort of thing recently? Correct me if I am wrong, but an SRA acquisition falls into the same category as CSCO's Lightstream acquisition. BTW: Thanks for the insightful analysis so far on SRA. SRA's cash on hand really emphasizes the over-reaction. Tom

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