LIST OF COs. THAT MAY HAVE ABUSED ACQUIRED R&D WRITEOFFS Message Board

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Non-Tech : LIST OF COs. THAT MAY HAVE ABUSED ACQUIRED R&D WRITEOFFS

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To: Cynic 2005 who wrote (35)	1/24/2000 9:09:00 AM
From: Paul Berliner	Read Replies (2) of 41

Hi Mohan, check out this newer thread of my blow-up picks: Subject 31937 Since I started the new thread, PRGX fell from $34 to $23 in one week around X-mas on accounting allegations in a short-selling newsletter, but has since rebounded. Nonetheless, I was positioned accordingly for that one. TNB dropped $10 in one session on an earnings warnings and double restatement (to what Merrill Lynch had tagged just weeks earlier as 'indecipherable, confusing financials'), and TYC dropped another $6 or so when the SEC launched the investigation, but has since rebounded. Kind of interesting though that the old list has been hot lately with blow-ups in LGTO and BMCS in the last 2 weeks. If I had to pick one from that old list which is still a good blow-up candidate, without a doubt it would be the over-owned ERTS. My current, more extensive list is as follows, but as you will see, aside form the first nine companies listed, the others are not disclosed on the thread's initial post, and thus I have lower confidence in them that a blow-up is imminent. PRGX TNB TYC SNPS COCO BBOX OPMR CMVT CPTH POS PCLE TSAI SNC PSUN ASGN HNCS AL PDCO AJG BSYS USI Thanks for the feedback! -Paul

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