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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: Bill Wexler who wrote (1816)7/10/1999 7:58:00 AM
From: RockyBalboa  Respond to of 10293
 
Hi, BW

I see the first IDTC long appeared on your thread (see the other post my A. Sternberg). That said, the overall energy of the IDTC longs will exhaust more quickly by the now increased surface they have to paint <g>.

At that time, I am not embarrassed by his view:
If at the time IDTC is a reasonable short at $21 to $23 (for several reasons, including 'sell the backdoor' effect ...), it must be a compelling short at $30, given that it reached $30, which is all else but for sure, or very likely.

Do you prefer an outright short here, or are you eyeing an options strategy?

Kind regards, and keep up the good work

is.com



To: Bill Wexler who wrote (1816)7/10/1999 10:48:00 AM
From: Hawaii60  Respond to of 10293
 
Hey, I am a patient man. As, I'm sure you are. ccsi will do well. Indeed, wouldn't surprise me at all to see an Ohmeda buyout. Seems like you took a dooar off the table by covering your position a wkk ago too, no?

As for IDTC. Don't have anything more to say about it other than I already have, except this: I don't believe for a minute that someone as smart as you is opening a short position at this point with IDTC. IKNOW you would be smart enough to wait for the pre ipo run up before considering such a thing.

Therefore I assume you are either protecting a previously established position or, are just pulling my chain. Either way, Good luck. Market will speak shortly.



To: Bill Wexler who wrote (1816)7/10/1999 11:29:00 AM
From: Dale Baker  Read Replies (2) | Respond to of 10293
 
Bill, you made a bunch of calls here lately. Would you remind recapping them in one list for everyone so we have your current picks?

Thanks.