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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: wggm who wrote (4926)	3/13/1998 11:10:00 AM
From: Mama Bear	Respond to of 18691

Concerning AVNT and CDN: You seem to have some valid points, but only if CDNs internals are such that they would be underpriced if they win the suit. CDN is a multi billion dollar market cap, much larger than AVNT. If I recall correctly if you add the entire market cap of AVNT to CDN, CDN's market cap won't even increase 10%. So say if insiders saw CDN as overvalued by more than 20%, it might not matter. It could also have to do with the Asian thing, there could be a cut back in business because of that. It is hard enough to divine what is going to happen to a companies price from it's own insider trading, much less to do it with another's. Barb