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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: TimbaBear who wrote (12104)2/22/2001 4:33:19 PM
From: Mark Adams  Read Replies (1) | Respond to of 78468
 
Is IDTC FCF negative to the extent of $6/share?

I agree with the potential research value of CEGE. Was just looking for some kind of 'absolute' floor on the stock. Which we know doesn't really exist at net cash anyway.

Thanks for the additional insight.



To: TimbaBear who wrote (12104)2/26/2001 1:52:01 PM
From: Mark Adams  Read Replies (1) | Respond to of 78468
 
Sold 1 July 17.5 strike CEGE call for 3 1/8 against my initial foothold of 100 shares. That should put my cost basis closer to $13 if CEGE tends towards net cash, and gives me an exit price fo $20.5 if called.

If they make a breakthrough between now and July 21, I'll have taken the risk and sold the upside.


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