Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Robert DeHaven who wrote (2052)	2/1/1998 10:10:00 AM
From: Roger A. Babb	Read Replies (1) of 18691

Bob, I have not looked in great detail at CHRZ, but it is probably a good short. No opinion on CSCO. I am still short CTXS but expect it to go up some based on Barons article, I will increase my position if I can increase my average short price of $74. I just don't believe the earnings growth that is predicted for CTXS and already built into the price. But CTXS is not a short for the faint of heart. CTXS has large institutional investors and every one is predicting huge earnings increases for 1998. One little mis-step and they rush for the exits.

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