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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Roger A. Babb who wrote (6384)11/2/1997 5:58:00 PM
From: robert elmasian   of 9285
 
Roger, I think both will be true for VVUS: Muse will pay
off and they will be a good short. VVUS has nothing
except a delivery system and a head start (no pun
intended). The head start will let VVUS make some money,
and the market will get excited. Then, another, superior/
cheaper substitute will appear, and VVUS will have
little to fall back on. That will be the time to short again.
The trick will be knowing when another company
is going to eat their lunch.
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