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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (17933)3/30/1999 11:45:00 AM
From: GuitarMan  Read Replies (1) of 18691
 
New short idea:
VIGN. I work in the industry and follow the players. VIGN has a good product & good management but this February internet IPO is grossly overvalued on a fundamental basis at 2.3 Billion. Please look closely at the financials and draw your own conclusions. Compare them to BVSN ( I am not long bvsn ). I think that VIGN could drop 30-40 points from 85 during the next 6 months. Caution is advised as they have an active PR machine.

Roger, congratulations to the parents for the newest tax deduction !!
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