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Technology Stocks : AWARE
AWRE 2.010-1.0%Dec 26 9:30 AM EST
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To: Scrapps who wrote (1252)10/20/2000 1:28:47 PM
From: Bobo  Read Replies (2) of 2404
 
Scrapps,

I don't have enough of a short on AWREW to talk this stock down. Quite frankly I would rather it go to $50 or $60 so I could get a sizable position on. I am simply trying to present an intelligent case of why I think AWRE is ultimately worth $16 or less (and I am willing to listen). And yes I do like to rib the longs once in a while and am willing to take my fair share.

My vantage point is that I am an analyst that has a fair number of contacts and works hard to see alot of equipment first hand. I simply talk to as many people as I can in the industry that make buying decisions; talk to all the chip suppliers in the industry and work alot of trade shows. It's my job and I get paid or not only on whether I make money. You are insightful though cause right now my view is the dirty window of my office.

I hope my points really do not offend you and you take it all with a grain of salt. One thing I have learned in the hedge fund business Scrapps is that, not always but most of the time, a sizable short position in a stock means that the shorts know something. I guess I don't have statistical data to back it up but I know from experience that shorting is a dangerous game and you have to know the story otherwise you cannot stay in a position when it runs against you.

I have been ultimately right on my short positions over 90% of the time BTW.
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