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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Pancho Villa who wrote (7112)	11/17/1997 1:59:00 PM
From: CalculatedRisk	Read Replies (2) \| Respond to of 9285

Pancho, RE: AVNT. I have shorted AVNT before and it is an ugly story. My usual strategy is to short companies with no hope of justifying their market cap. But with AVNT, you are essentially betting on the outcome of the Cadence (CDN) lawsuit. This seems like a pretty good bet, but with the departure of Costello from Cadence, a settlement is now possible. (Without this lawsuit, AVNT is IMO fairly priced). Currently, I have no position with AVNT. Regards, Bill P.S. RE: Vacation - very nice, thank you! (No opinion on YHOO.)