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Strategies & Market Trends : Roger's 1998 Short Picks

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To: taxikid who wrote (1828)1/28/1998 10:36:00 PM
From: Oeconomicus  Read Replies (2) of 18691
 
taxi, with earnings not due on ELNK until second week of Feb and the market in rally mode, you may be in a little early over there. It'll be hard to drive your cab in a neck brace anyway. Do think it's way ahead of itself valuation-wise, but what's the limit is the $64m question isn't it. Still think hedging it with MSPG could be a good idea (its value can actually be argued based on earnings growth, not just subscriber counts or revenue multiples).

Dan Ross, have you lurked on ELNK? Garry Betty, the CEO, addressed the ADSL question the other day. What do you think of his answers?
Subject 18414

Bob
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