Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Bob Trocchi who wrote (7014)	11/14/1997 3:29:00 PM
From: Pancho Villa	Read Replies (1) of 9285

BOB RE: AOL BTIM. Agree with you on AOL I am going in long term short as part of a semihedge position with UMG (united media west) my net exposure on the hedge is short (may buy some more UMG when the price gets right. In regards to BTIM. Bingo! I have researched it following a piece on street.com Run a full text search with the words Pancho BTIM and you will see. My take was that I agree with the street.com rather grim view but people are irrational when it comes to biotechs! I will wait to see if the guys brought something back from europe that may bump price up.... Pancho

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