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Strategies & Market Trends
Arbitrage Plays
An SI Board Since May 1999
Posts SubjectMarks Bans
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Emcee:  Michael Burry Type:  Unmoderated
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176 Personally, I don't think much of the Kbro analyst....and I don't thinkKeith J-2/13/2000
175 Jason,strx looks very interesting, I plan to research next week. On first blushAllen Furlan-2/13/2000
174 STRX - final terms should be announced next week. According to PR on 2/2 price Jason Flora-2/13/2000
173 Anyone with more info or a feel on the situation with GIBG? LOL, they allow ExWallace Rivers-2/12/2000
172 Hi Allen, thanks for mentioning AAC. I'll look at it. I've not receivPaul Senior-2/11/2000
171 Paul, have you received election form (stock or cash) for ctz? I called info aAllen Furlan-2/11/2000
170 Paul here is one to look at. AAC will receive 4.90 cash and "a residual vAllen Furlan-2/9/2000
169 Allen Furlan. re: WILCF. Wonderful, wonderful discovery you made, a great movPaul Senior-2/8/2000
168 D, since you use option strategies here is a part speculation and part arbitragAllen Furlan-2/8/2000
167 In retrospect, I think it would have been better to wait closer to the merger dQ.-2/2/2000
166 Paul, I didn't communicate my point very well. The chart on page 7 refers tAllen Furlan-2/2/2000
165 D, I like the idea of using options to hedge a position. Question did you get aAllen Furlan-2/2/2000
164 Decided I liked THX potential. Although it isn't an arbitrage play just yePaul Senior-2/2/2000
163 Yes, your eyeball may have jumped a line there (p.7) in reading the row amountPaul Senior-2/1/2000
162 Keith,unless I am misreading the prospectus, the value received for the reducedAllen Furlan-2/1/2000
161 Allen, Average price of FNF and total consideration: 10 - 44.07 11 - 45.88 12Keith J-2/1/2000
160 I believe you are correct that the exchange ratio is .649 AMAT shares for each Robert L. Jacobs-2/1/2000
159 re. ETEC/AMAT, oops, sorry, I should have typed 0.649 shares of AMAT per share Q.-2/1/2000
158 The last conversion figure I saw was 0.649 share of AMAT per share of ETEC. Disemi_infinite -2/1/2000
157 AMAT's takeover of ETEC presents a nice arbitrage opportunity. AMAT and ETQ.-2/1/2000
156 Paul, do you have ctz prospectus. I don't know why board would decline theAllen Furlan-2/1/2000
155 An add to the for cash list: CAB @13 13/16 today, for $15.10 est. 2nd Q. eom.Paul Senior-2/1/2000
154 Added to my position in AATT. Surprised to see no news announcement on result Paul Senior-1/31/2000
153 Here's perhaps another for the "potential play" category. KeySpPaul Senior-1/31/2000
152 Another stock and cash. Caer by ssft with 4 cash and 7.75 stock and collar 1.7Allen Furlan-1/30/2000
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