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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Jason W who wrote (4172)	3/10/1999 3:19:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Good thoughts, Jason. . .the short-selling explains the sudden moves north on no news. . .direction upon merger depends on CNBC coverage for one thing. . .but the other thing is there could be some terrific news by either division that has been withheld during this quiet period. Also, I think there are many that would like to play it, that won't during this period, due to the quantity of arbitragers in it. Just not safe enough. . . but the newly merged stock will be free of such restraints, IMO. And it is easily one of the most successful E--commerce pure plays money can buy. As for who would want to buy them. . . I don't think VO would, due to their heavy investment in the UMG record companies. . .it would be seen as playing both sides of the fence. . . unless they think they can work it out. . .but I doubt it. I think the suitors will be those companies you would LEAST expect. . . who is jockeying for position to try and be an Amazon killer. . .going after a broad spectum of e-commerce. . .and can afford it? Rande Is