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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (18381)	1/10/2000 12:10:00 PM
From: Proton	Read Replies (4) \| Respond to of 57584

Re: AOL/TWX Swap? Risk factors that may account for TWX discount to 1.5 times AOL: Regulator approval All stock nature of deal General market Toss in the time value of money to hold TWX to closing, and a 17% discount seems reasonable. Rande, your swap may end up being a very savvy speculation (especially since I agree that AOL may continue to rise). It's not an arbitrage, however. :-) Of course, I'm the guy running around calling CUBE a HLIT call, eh? :-O Respectfully, P.