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Technology Stocks : NewCom (NWCM)
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To: Ralph Ulisse who wrote (484)6/11/1998 9:47:00 AM
From: paperheart  Read Replies (1) of 662
 
ralph honey,

the portfolio manager at dreyfus was booted out of the fund he was managing for buying buckets of shit like this. read the recent news on another of his fine holdings- ccsi. actually, i've made more $ shorting nwcm and aura then you'll see in your entire life. how's the cash flow at nwcm these days? wonder which components of current assets make up the $90mm they are carrying- $50mm recs and $40mm inventory? anxiously awaiting the $20mm webpal write-off.
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