Mr. Pink's Picks: selected event-driven value investments Message Board

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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: Mr. Pink who wrote (1687)	7/3/1998 1:21:00 PM
From: Sir Auric Goldfinger	Read Replies (1) of 18998

It is a tough life for those of us who play both sides of the Street. I wish to also thank Mr. Pink for mentioning DSTM. While others on SI, will be "shocked, just shocked" to know this, but we had been long DSTM for a long time, ignoring its "southern style" capitalization of software development costs and the lengthening of the DSO's. Even when the CFRA report came out, we were hesitant, having fallen for the product and the management. Having been a relative closet fan of Pinks, we woke up at his mere mention of one of our longs as something that might be under the forces of gravity. hell, we were so stuck on DSTM that we were even ignoring the fact that some of shareholder brethren were major Mos. Now we have cleansed our portfolio and perhaps not a day too soon. Thnx Pink. Regards, AG.

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