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 (5141)	9/4/1997 6:58:00 PM
From: Eric Klein	of 9285

Here's an interesting link from the DDIM thread: news.com I think that most of the systems which have genuine Y2K issues were created before 1980. If I remember correctly, IBM was as dominant then as Wintel is now. Most of the legacy systems from that era are IBM, and the IBM customers are loyal to a fault. DDIM and the other small players can forget about major sales to IBM installations. Of course this is an argument based on logic. DDIM price is not logical. However, a number of DDIM negative news flashes have reached the public lately. The Crittendon Roth Y2K conference has not (yet) helped the price. I may short some more shares tomorrow at the open.

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