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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (3105)2/17/1998 11:22:00 PM
From: wolfdog2  Read Replies (1) of 18691
 
Roger, your shorting TPRO doesn't make sense to me either. I listened in on the conference call today and things seem to be coming along nicely. Only fly in the ointment is that companies are not signing up to yk2 work as soon as TAVA believes they need to if the work is to be done by 2000. But, and this is a big but, TAVA is getting YK2 work, which is quite unlike ZITL where all they had was hopes.

What's murky is whether TAVA will be able to pull of their plan of bootstrapping their YK2 customers into regular customers. I'm long TAVA (the symbol changes tomorrow) and enjoying the ride.
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