Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (3552)	2/24/1998 11:57:00 PM
From: Yamakita	Read Replies (1) of 18691

I just listened to ETEC's CC. Not exactly a show of confidence by the principals. CFO said that service margins will continue to decline. Operating expenses were signficantly higher than expected, cash decreased, R&D expenses way up, inventories up $9.7 million, liabilities increased, Japanese customers are "reassessing" their global strategies. Also said it would be prudent to exercise caution in growth projections over the next 12 months. CEO Cooper was stumbling and inarticulate. Doesn't sound like a bad short at all. I will probably take a position if it doesn't crash tomorrow.

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