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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (27597)	12/16/2001 7:05:17 PM
From: Crossy	Read Replies (1) \| Respond to of 29382

Sergio, you say "I am surprised that Sigma-Tau hasn't shorted QSC as a hedge or arbitrage against the warrants" Well they are a PHARMA company, not an investment bank or a capital company. The QSC/SigmaTau partnership looks quite comparable to the AMRN/ELAN tieup. The "bigger pharma" wants to grow its investment not playing hedge games. This is about vertical market "seed" financing of a strategic investor, not the beancounter shorters (against the box) wanting to get riskless 5%. Another fact to consider is that if QSC is to be moved to a "major" exchange (NASDAQ or NYSE) you have those bid price requirements - $5 closing bid average for the Nasdaq. Anoher reason not to "play it safe" by shorting against the box but rather to support the investment by buying on the open markt (as the owners of SigmaTau actually bought QSC stock). The 2 million limit in the "standstill" agreement is more than the current rate of purchases by Sigma Tau's owners trended into mid 2003. I think it was drafted in order not to inadvertedly trigger a "change in control" provision rgrds CROSSY

To: Sergio H who wrote (27597)	12/17/2001 10:19:35 AM
From: RCJIII	Respond to of 29382

Amigos, what do you guys make of XMSR? It has been exploding lately. A bit of a short squeeze on all the good news lately? RCJIII

To: Sergio H who wrote (27597)	12/17/2001 10:30:19 AM
From: Harold	Read Replies (1) \| Respond to of 29382

OT: my computer screen has the shakes something awful. It does it even when I am not logged on. it is calm and normal right now. Does anyone know what the problem may be? It just started this this morning. A Good day to all Harold