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Re: marketmaven post# 313432

Friday, 10/22/2004 12:15:11 PM

Friday, October 22, 2004 12:15:11 PM

Post# of 704019
"TJ- how evil and likely!"

indeed. it first occurred to me back when it was trading at 100. and with a big lockup expiring just around december, when index adjustments are announced, the timing seems right. (and there's been lots of talk about the "accelerated lockup expiration" ... hmmm.) and then when the schwab analyst comes on the kudlow and cramer comedy hour and gives as his first reason for owing it that "mutual funds are underweight the stock" ...

though i seem to remember reading somewhere that s&p has changed the weighting recently, so that its now proportional to float. not sure if that works for or against the scenario ...

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