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Strategies & Market Trends : Crash and Burn 2001

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To: Dale Baker who wrote (142)9/8/2001 6:17:25 PM
From: Brad Davies  Read Replies (1) of 207
 
Dale, I am with you short on both ZIXI and NLI, but I do not understand your rationale with CHL. A quick glance at their profile indicates they are profitable, have over 5B in cash and no debt. Doesn't seem like an obvious short to me. Perhaps you could fill me in on why you think they are going down.
By the way, you may want to take a look at AXPN and ALOY as possible shorts.

Brad
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