Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (13378)	9/1/1998 9:36:00 PM
From: Rajiv	Read Replies (1) of 18691

Re : ALTIF and convertibles The institutions which owned the ALTIF convertible also own the OCOM convertible. It will be very interesting to see what they do to OCOM's stock price (The convertible is for a greater % of the current market cap, OCOM burns lot of cash, etc.). My guess is OCOM will be trading below $1 within 6 months - this is assuming that OCOM does not redeem the convertible before Oct 6 (it is very unlikely that they will be able to raise the cash). Regards. Rajiv

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