CUC Int'l- Cybermarketeer? Message Board

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Technology Stocks : CUC Int'l- Cybermarketeer?

CD 6.195

+16.4%

Dec 22 3:59 PM EST

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To: Todd D. Wiener who wrote (69)	4/22/1997 3:07:00 PM
From: Terry D	of 243

Todd - Spoke at length w/ Cu today. Numbers are fine, the web site is on schedule, top line growth (as you know an elusive commodity in this market) will remain above 20% and bottom line 25+. My guess at the recent slide - and this is conjecture. First - huge short position - and the short story is compelling - I hear it from my buddies in the hedge biz every week. Second - look at the big holders - many momentum (for want of a better word) type mutual funds - which are experiencing serious redemptions and drawdowns. Which would you sell CU - pretty liquid, kinda boring NYSE listed with a 25% loss OR ASND, COMS, USRX etc etc down 50-75%. We'll see in May - they promise no surprises. Grasping at straws but open to better ideas - td

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