Boca research - Reawakening? Message Board

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Technology Stocks : Boca research - Reawakening?

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To: Dorothy Simpson who wrote (125)	12/4/1996 5:35:00 PM
From: Brian Pastor	of 640

I AGREE - Fly up Boca -- Some thoughts on the company 1) My guess is that the consulting contract Boca signed with the (present/former?) founders of Packard Bell that requires the latter to bring an incremental 100 million to the table should see some action b-4 reports of 1q come out in April (That's why I think the June calls are a very safe bet at these trading levels (12-13.25)). I would shoot for the 12.5 strike (I already own the 10s and will probably add to my position). 2) P/E, no debt, new retail channels (see 1 above), new video phone products make this a great company. 3) There is a large short position (nine days given average volume) which means that when this stock hits 14, it will spike for 1 to three days up to 16 - 18 range. Upon the spike, buy some very short term puts becuase it will pull back for a few days before deciding whether to go back up or down. In either event, I think good news over the next 4 months will propel stock to comfortable 17 - 22 range.

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