The majority of shorts wouldn't know an ROIC or a WACC or the spread if it hit them in the face. It wouldn't matter if we were talking about Ariba, Siebel, Network Appliance, Brocade, Dell, Cisco, EMC, Oracle, i2, Yahoo!, General Electric, Wal-Mart, Harley Davidson, Paychex, General Motors, Wendy's, AOL, Halliburton - you name it. It's not part of their game.
Kind of like a young pitcher who's never been shown how to hold the ball or finger the seams to control the plate. Like the professional pitcher, a true professional shorter knows how to finger the seams. I doubt if you'll find any of them posting on message boards....
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