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Strategies & Market Trends : Roger's 1998 Short Picks

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To: McNabb Brothers who wrote (1375)1/24/1998 1:37:00 AM
From: Paul van Wijk   of 18691
 
Hank,

>> For some reason I enjoy being blasted by people on SI

It will be my pleasure!

BTW What will be your strategy on CTXS now it finally had a few
serious down days in a row (on good news).

I received a letter from the info. architect from Dutch Railways this week where he explains why they will implement Winframe throughout their whole infrastructure. And the benefits of the thin-clients, TCO
etc.
For me it is (and already was) hard to believe the product is a hype.
Well, we'll see in a few years what will happen. Anyhow, a good
product is not the same as a good company.

If I'm in a good mood I will post on the Dell-thread this weekend
that CTXS dropped more than 3 time faster this week then Dell rose.
(Not to prove anything, but as a compensation for my other posts to
you this week. People might think that I have anything against you.
Nothing can be further from the truth).

Wish you all the best and a nice weekend.

Paul

BTW What is the difference between a DIE HARD BULL and a short who
hold on to his strategy until something change fundamentally. The
gap between both type of players is very close IMO.
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