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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Frodo Baxter who wrote (1681)	4/13/1999 12:04:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 2025

Lawrence, <<Seems like you're always there when something new pop ups?>> Something I respect very, very much. It takes a lot of work and not a few balls to find the emerging technologies. Mark's the man, win, lose or draw. I hang around just to leech ideas. <<Still, the risk premium has exploded ever since Ciena-Tellabs fell through. >> That was a fascinating deal. Need to find some time to study that one. Paul

To: Frodo Baxter who wrote (1681)	4/13/1999 7:09:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 2025

<I think I remember Merton (of Long-Term Capital fame) say that you shouldn't play risk arbitrage without asymmetrical information. FWIW.> Is this true for cash deals also? Seems like Sprint is not likely to fail before the deal is up and then it's a question of whether the company sells. The CEO's family are large shareholders so there is risk that they won't take the offer. But, a cash deal seems so solid vs a stock deal where the buying target is wildly fluctuating with the value of the acquiring company. <How many names do you have in your portfolio, anyway? Seems like you're always there when something new pop ups?> Too may. I currently have 12 in my main account and a few others in several accounts. Actually it's less than I've had in the past. I love to buy stocks. I follow about 100 names though and spend all day on research. Regards, Mark