Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: McNabb Brothers who wrote (17084)	1/18/1999 10:01:00 PM
From: Roger A. Babb	of 18691

To All: important note on CTXS. I am withdrawing my short on CTXS and MSFT based on the important news announcements from both CTXS and MSFT on allowing anonymous remote use via Internet. This is very bullish for both companies. Remote hosting of complicated server apps in professional data centers for small to medium size businesses that do not have inhouse IT staff is the wave of the future. These complicated server apps can be designed to require only a web browser on the client side. This idea is the basis behind my large long position in FSTW and their Netgain product. This stuff is really about making money and doing business via the Internet, not like some of the recent silly little Internet companies.

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