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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Roger A. Babb who wrote (4938)8/25/1997 5:04:00 PM
From: Logain Ablar   of 9285
 
Roger:

I'm out of CTXS and part of the reason was your comments regarding valuations, etc. I'd be careful though. I can see them having a 10 to 15% pop when they release winframe 1.7 (towards $60). No one knows when this will be but the company did state in the 3rd quarter.
I balanced a 10% gain versus a 20% loss and decided to invest in AMTX. I hope AMTX corrects some and if it goes down to $15 again I'll buy more. I've convinced myself this is a good stock and its only a matter of time (if they miss the GTE contract I'll be in trouble).

Good luck on CTXS.

Tim
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