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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: William Sheppard who wrote (6710)	11/10/1999 12:12:00 AM
From: lkj	Read Replies (2) \| Respond to of 10309

Bill, If you have a loss on WIND right now, transferring some to INTS would make sense. If you have a gain, you will have to take the tax penalty, and at the same time, you could be left with just INTS if the deal doesn't go through. But I agree with you overall, the difference is too great to be ignored. If I were to buy more WIND, I would buy INTS instead. Thank you for the pointers on Java. I might be getting close to turn the corner now. Regards, Khan

To: William Sheppard who wrote (6710)	11/10/1999 12:25:00 PM
From: Bargain Hunter	Respond to of 10309

With WIND paying .92 shares per INTS share, INTS should be at nearly 27 1/2. The current price is roughly 22% discounted from the merger price. Shouldn't I sell my WIND and buy INTS? I realize the merger could fail, but with both companies in favor it seems like better than a 78% chance it will happen. What am I missing? If you believe that the recent rise in price has more to do with WIND than INTS, then the potential drop in INTS if the merger is not completed becomes larger as WINDs price goes up. The biggest risk in this merger seems to be lack of regulatory approval, and it is hard to assess the probability for that. There could also be a lot of INTS owners who just want to get out at a decent price because they think WIND could easily drop again before the deal can be completed.