Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Roger A. Babb who wrote (4673)	8/12/1997 5:41:00 PM
From: John Brickman	of 9285

Oh God, Roger ... now we have the Y2K + 60 problem to worry about. By the way, you havent mentioned VIAS lately. Are you still in it? I'm still short a few shares and am thinking of covering some in here. Their earnings weren't what I would call blowout, but do provide a ttm p/e of 90 if you neglect the $1.46 write-off. I think it's still at least 20 points overvalued, but it seems to have some big time following, and sure gets strong in a hurry. Do you think they will try another secondary anytime soon? Speaking of old computers, my first experience was with the IBM 650 using SOAP (Symbolic Optimal Assembly Programming) and another language called GAT or GATT. I don't remember what that stood for, but I think it was predecessor to FORTRAN. Cheers, JB

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