Roger's 1998 Short Picks Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Roger's 1998 Short Picks

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Roger A. Babb who wrote (18342)	8/3/1999 10:49:00 AM
From: Marconi	Read Replies (1) of 18691

Hello Mr. Babb: WCAP Looks like it is rationalizing. Should be reporting soon. Closed end fund with around $6/sh in assets. Very marginal 'deal flow'. Availability of shares has been easy recently. There is an SI thread about WCAP. Tom Hua does a decent job of putting together their specific holdings. I expect them to report a loss this quarter with the quarter to quarter mark down of their Internet company holdings. The WCAP longs hoped for a CMGI-like era to materialize. I believe it would be in the interests of the few folks that run WCAP to sell their 2M shares rather than hold them, which is going to be tough to do in the falling trading volumes. Best regards, m

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next