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Strategies & Market Trends : Roger's 1998 Short Picks

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To: craig crawford who wrote (5758)3/30/1998 4:20:00 PM
From: Pancho Villa  Read Replies (1) of 18691
 
AOL and YHOO are my worst shorts ever. Have covered none, but will let people know when I do. Wish you better luck with CIEN I am looking at CATP, insider selling reported in Barron's, outrageous valuation, they are a few blocks from where I live (they are in the fix price fix delivery time software business). Have read the 10K still need quite a bit more research.

Pancho
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