Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (1137)	1/21/1998 5:45:00 PM
From: taxikid	Read Replies (1) of 18691

i prefer to look at from the other view, even though i gave up my long and short position in ctxs a long time ago.. msft tried to crush them,..made a mistake in trying to compete with them, and because they said all of the wrong thing to depress ctxs, and since they don't have a solution they gave ctxs 100Million... ctxs mkt cap has been repiared and i think very soon.. when the price gets clobbered on its own, msft will buy them out as opposed to going hydra.. not a strong enough argument for me to go either way.. and i am putting no money down here.. i believe they will be bought out in the range of fair value.. and unlike zitl,vvus.. their product is real and msft "needs" it.. i wish i knew now what i didn't know when i had that straddle.. i would be worth a significant amount more.. taxi

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