Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Eric Klein who wrote (3342)	2/20/1998 11:02:00 PM
From: Dan Ross	Read Replies (1) of 18691

The CIEN short was nothing more than a GAMBLE.....The reason for the fall was due to WCOM pushing back some contracts....WCOM is going to upgrade on a NEED-Bandwidth basis rather than pre-building their infrastructure.....So the WCOM contracts got pushed out and that is why the growth won't be there next Q.... Perhaps we should be looking at WCOM as a good short after they announce results ending March 31, 1998..... The delay in building out the infrastructure should help EPS and CRUSH those that are short.....It will help the MCI shareholders too ....They want a certain $$$ for their shares......WCOM MUST MAKE THIS HAPPEN....In my opinion they are doing this (delaying build out) so that they have some leadway so the merger goes through..... Dan Ross

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