Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: McNabb Brothers who wrote (6725)	11/10/1997 1:00:00 PM
From: Pancho Villa	Read Replies (2) of 9285

Dear Brothers, read my posts on CTXS. This is a possibly overvalued but very dangerous stock for the next two or three quarters. The reason is that they will be capable of playing with revenue recognition of the MSFT deal to continue showing good earnings surprises and revenue growth. (Also, for what I have read at SI the fundamentals are not Chicken S. either.) Pancho PS: I don't want to go against Roger but one thing I promissed myself when I decided to start posting at SI is to always give my honest opinion. I may be worng but I say what I believe. My take on CTXS is that if the market was not so voltile it would probably be a good short term long for a momentum player (which I am not).

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