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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (18760)	1/11/1999 4:11:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 42787

Judy, I sold my ASND calls today. Made $9, so not too bad. People will start tearing apart the acquisition soon and will find that there is an incredible amount of overlap between product lines. The MX1000, ACxxx and the Livingston products all overlap with ASND products. It would seem that this may affect the accretive value in the short term. And then comes the difficulties integrating a large company. CSCO buying STRM for $4B doesn't seem like such a bad move afterall. Tom