Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.580

-4.5%

3:59 PM EST

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To: Bill Wexler who wrote (3218)	8/24/1999 2:27:00 PM
From: Bill Wexler	of 10293

BGP - forget it! I covered my BGP short. My opinion about the company is a bit more fuzzy since the stock has seemed to shrug off the last mediocre earnings report. Also - the recent activity in CPU (which I am still long and holding the bag on much to my dismay) leads me to believe that there are big bets being placed on out-of-favor bricks and mortar retailers which could make shorting problematic at this point. In other words all the bad news is out, the general sentiment is negative, but the stocks refuse to go down anymore. I wonder again if I should take the ultimate contrarian stance and now buy more CraPU.

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