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Strategies & Market Trends : Crash and Burn 2001 -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (192)	12/3/2001 7:55:42 PM
From: JSB	Respond to of 207

I hope I didn't cause that when I wrote to SI about the spam, I noticed his post was gone. I'm sick of seeing all that damn spam. Painting road stripes in the rain, huh? I've never heard that one before. You're full of surprises. <gg> I don't know what caused the uptick in SPEX, but news should be coming soon and it's surely built a nice base in the 9's. I'm short a bit of ACAM at 49.40 to go along with the AVNT. Golf tomorrow if the weather holds and only 19 days to Acapulco, I'm seriously ready for both.

To: Dale Baker who wrote (192)	12/4/2001 3:28:30 AM
From: Londo	Read Replies (1) \| Respond to of 207

This is a dangerous short in the long-term, but in terms of a quick trade off the merger, I think it'll work in the tune of a couple bucks (lets say a cover at about 14.50 a share). I'd cover at the end of Tuesday if the price limit isn't reached... SNPS paid a huge premium, but they're still buying about 10 times earnings (a gross adjustment is made here for revenue recognition issues), and I think in the long-term, this should be good for SNPS, since AVNT management clearly had their problems even after CDN. This leaves two players left in the industry, CDN and SNPS.. and with all the semiconductor companies going to upgrade to 0.08 or 0.13 micron, it's time for them to upgrade their software as well. SNPS is a top-notch company with good management, and good products.. it's also not very volatile, so a short or long position is a rather low-risk affair.