Roger's 1997 Short Picks Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Roger's 1997 Short Picks

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tcarnes who wrote (7376)	11/21/1997 7:39:00 AM
From: Pancho Villa	Read Replies (1) of 9285

tj: Shrting NSPK yes the financials look pretty bad but this Web phone business sounds pretty hot to me. I don't know anything about it. I will check if they have a thread or if any of my tech friends knows anything. You see, some people see the cheap internet crowd (I guess that is us) start calling long distance on the net at a very low cost. There is probably a good reason for MOT beeing here. Look at the Amati, an ADSL technology player; I almost went long but said to myself "no these guys do not stand a chance vs. COMS, CSCO, Rockwell who are also working on the technology". Look at what happened TXN turned around and bought them! You don't want to be on the short side when this happens! Of course, this is my simplistic five minute view. I may be wrong! Pancho PS: did not read them but the news headlines sound pretty hot to me. Even Siemens is involved!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next