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Technology Stocks : Osicom(FIBR)
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To: Ploni who wrote (5060)1/30/1998 9:55:00 AM
From: craig crawford  Read Replies (1) of 10479
 
<< Unfortunately, he seems to be making a careful study of my portfolio, and taking the opposite position on every one of my holdings. He shorts FIBR, goes long YHOO, and now he's short on CYMI. Unless he's just going to position trade around my longer-term holdings, we can't both come out ahead. >>

There a lot of misconceptions on this thread and I 'd like to clear some of them up. First of all I'm not short CYMI. In the private message I had with you yesterday I said I thought CYMI was a short there. (meaning at that time). That didn't actually mean I was short, and CYMI was at 15 7/8 when I said that. CYMI closed at 15 1/4 after bouncing off 15. I wouldn't have carried a short position into earnings like that. CYMI is in my favorites of my profile and will remain there as long as they continue to execute their business properly.

Furthermore, I was short YHOO just like you and even declared it my #1 pick for 1998. I subsequently switched to shorting FIBR as my #1 pick for 1998 when it climbed above 5 and became easily shortable again.

The only reason why I went long YHOO was because the sentiment was overwhelmingly bearish on the thread and YHOO was down like 9 out of the last 10 days. Short interest is up AGAIN and shorts are runnig scared scrambling to lock in profits. It seemed like a pretty good idea at the time. Don't think I won't switch sides and go back to shorting YHOO again. In fact I might just do that today.
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