Crash and Burn 2001 Message Board

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Strategies & Market Trends : Crash and Burn 2001

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To: Dale Baker who wrote (21)	7/11/2001 12:35:22 PM
From: Brad Davies	Read Replies (1) of 207

I was short IMAX for a couple of months earlier this year. I thought it would need to file after last quarter, but is hanging on. If I recall they have enough cash to last a while (I can't recall specifics), and some big names are working with them (Disney). I think, as you put it, there isn't much meat on the bones left on the short side. I noticed ZIXI is breaking below 8. It seems to me we may be in the last chapter there now. I think this thread is a good idea. Perhaps we can all share our ideas on good long term (as opposed to trading) shorts. For a couple of ideas you may want to check out WEBX and SBYN (about 6 months of burn left each based on present burn rates), and RVDP and CPKI for simple overvaluation. RVDP and CPKI are poised for a fall in the next few months in my view. Regards, Brad

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