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Strategies & Market Trends : Roger's 1997 Short Picks

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To: McNabb Brothers who wrote (7905)12/8/1997 7:52:00 PM
From: B Hewson  Read Replies (1) of 9285
 
Hi Hank. People are so enamored of the Microsoft connection with CTXS it is hard to tell when it will go down. Also, trade press is mixed on reception of thin clients. Anecdotally, I hear the things are hard to sell, but number of vendors building them, pushing them seems to be growing. Isn't it true that "concept" stocks are tough to short -- they can be given the benefit of the doubt way beyond what is sane. (I always check your posts. You seem very wise -- not married to any stock or idea, but looking for profits with clear eyes. Why do you list your email and phone? Don't people waste your time? Are you a broker or ???)
Barbara
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