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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Greg Hull who wrote (19017)10/30/1998 11:52:00 PM
From: George Dawson  Read Replies (1) | Respond to of 29386
 
Craig and Greg,

Please refer to my previous post - there is no way to get this information.

What are your best guesses to account for the long, short, and rates of conversion if Tailwind is actually long? That model could include mixed positions (partially hedged to no hedge at all).

What are the odds that some of these guys are really taking a gamble (naked positions) versus the hedged positions?

George D.



To: Greg Hull who wrote (19017)10/31/1998 9:17:00 AM
From: KJ. Moy  Read Replies (1) | Respond to of 29386
 
Greg,

My observation the past couple of weeks is that MM's are interested to hold Ancor at a steady to higher level gradually. They are not eager to raise the bid or drop the offer either. They know the fire power of RegD guys are diminishing . If and when OEMs are announced, they can profit from what they have been accumulating in their inventory.

KJ


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