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 (4888)	8/24/1997 12:48:00 PM
From: Shoe	of 9285

Maybe MANU holders were nervous going into the SAP show. As previously reported by techweb 8/11: "At SAP's annual Sapphire users conference Aug. 24 to 28 in Orlando, Fla., the company will unveil its first set of supply-chain management applications. They'll be integrated with SAP's R/3 suite of manufacturing, financial, distribution, and human resources software." ITWO may have been held up by the VF contract but it seems both ITWO and MANU should be worried about pricing pressure from big competitors like SAP, PSFT, and maybe Oracle. There is fairly heavy 144 selling in ITWO of late, but I see you are still holding your fire. Do you have an entry point in mind for shorting ITWO? -- Shoe

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