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Technology Stocks : FBN Associates: A Perfect Company
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To: Roger A. Babb who wrote (1538)7/16/1998 7:02:00 PM
From: Hoatzin  Read Replies (1) of 2117
 
Roger,

I am curious as to the basis for your short position here. In my view, the fundamentals are outstanding, perfection really, the balance sheet is as clean as a whistle, and the earnings growth rate is virtually incalculable. One really could not ask for more.

The technical picture is a also very strong, especially now that the epitaxial denominator has turned distinctly tumescent.

Kevin
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