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Strategies & Market Trends : Pancho Villa's Short Analysis File

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To: Peter V who wrote (273)6/25/1999 8:30:00 AM
From: Bob Trocchi   of 287
 
Peter V...

>>Hope you are not still short OMPT.<<

I don't know about PV but I was and got roasted! I still think that Voicestream will have a very difficult time servicing all the debt that OMPT has and still build out the rest of the infrastructure especially if interest rates keep going up.

Nonetheless, I gave up and covered yesterday with a loss I would rather forget, around 20 pts.!!! Not the end of the world as I never take huge positions relative to total assets.

Bob T.
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