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 (8497)	12/17/1997 4:56:00 PM
From: Franco Battista	Read Replies (3) of 9285

Roger, MSFT seems to be announcing a delay in Windows 98. I suspected this would happen since Windows 98 was going to incorporate their browser. I also suspect that this will delay the Windows NT upgrade for the same reason. My question is, how does a delay of Windows 98 impact CTXS over the next few quarters? My feeling is that this uncertainty may cause a wait and see attitude for their clients. Also other software companies may be impacted by this delay. It would be interesting to find out who will be impacted. By the way, I also was able to cover some of my CTXS short in the low sixties. Unlike yourself I kept some of my short because I know there is a strong possibility CTXS can one morning open 20$ less than it closed the day before, and I don't want to get caught without being short! My two largest shorts after CTXS are YHOO and AOL. I also started shorting BROD yesterday. BROD is a great short IMO.

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