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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Monty Lenard who wrote (42757)	3/11/2000 12:31:00 PM
From: Haim R. Branisteanu	Read Replies (2) \| Respond to of 99985

Monty, in a pair trade you assume that the weaker stock will drop faster in a weak market or will rise slower in an up market. Were rise slower can also be drop lower in an up market. All that said in the present mania pair trades did not work so well. One pair trade I recomended about a year ago worked very well. It was short LU go long NT (it is still on hte Chicken Page) Haim

To: Monty Lenard who wrote (42757)	3/11/2000 6:22:00 PM
From: Benkea	Read Replies (1) \| Respond to of 99985

Monty: I know injecting fundies into stock movement consideration is herasy these days, but be careful with CPQ. FWIW - CPQ is valued at $48 bil, but they have 18% ownership of CMGI worth over $6 bil. They also have some AltaVista left which CMGI is IPOing next month. While I think CPQ is a poorly run company, that little CMGI asset could easily become more valuable than CPQ as a whole. So short CPQ only if you would be comfortable putting on a short position in CMGI. IMO