Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: S Shaw who wrote (9029)	5/21/1998 12:09:00 AM
From: Pancho Villa	Read Replies (1) of 18691

Scott and all I am still short 2k each of ACLY and ALYD. I am seriously considering adding to my alyd position, I read the 10q today and my conclusion is that they continue to play revenue games. They are struggling to achieve sustain growth beyond what thay already have. I am waiting for the CEO remarks on double digit growth to wear down to add more to my position (hopefully over 17). On ACLY it has been a while I do not reassess the company but my recollection tell me that it is still extremely overvalued. On DDIM, I covered I believe at 13+ and have not looked at it again since March. Actually CalculatedRisk may be kind enough to provide his views on DDIM, acly. One that I deeply regret covering at 18+ was SEEC which I strongly recommended as a short at Rogers at 22+ last Fall. Pancho

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