EMAIL DETAILS
SUBJECT:
Trading Thesis
PRI: NORMAL
FROM:
N
ncallahan@rosemontseneca.com
DATE:
2010-10-29 03:28:26
MSG_ID:
<00ae01cb7719$5a343610$0e9ca230$@com>
RECIPIENTS:
TO:
C
'Curtis Hastings'
<curt@ips.edu>
D
'Devon Archer - RSeneca'
<darcher@rosemontseneca.com>
CONTENT:
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PROCESSED
Curt, Take a look this article. http://www.businessinsider.com/a-dumb-idea-for-smart-phones-2010-10 I know a few folks behind this from Nashville from a music industry perspective. The trade is that is this happen, Satellite Radio will basically go out of business. So our trade could be to short the debt of XM, etc. and to go long on say HTC or a chip company. This type of trade set up correctly would buy a few helicopters. Tracking the debate would allow up to get in early and cheap. Let's chat about for a few minutes on Monday when we get together. Best, Neil ---------------------------------------------------------------------------- -------------- Neil Callahan Rosemont Seneca 401 Greenwich Street, Suite 400 | New York NY 10013 | 212-933-9965 | 212-796-4037 1010 Wisconsin Avenue, Suite 705 | Washington DC 20007 | 202-333-1880 917-945-9516 (mobile) 866-749-8879 (fax)
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