Softech,
no position,
i did make money,
on the short side of this one,
i was amazed by the violent drop,
from 35,
covered way early @ 28,
i assumed the hands holding this one,
were very strong,
i do not see a fast recovery on this one,
i do not see the industry as improving,
in 6-12 months,
imo,
the industry perception,
finally caught up with this one,
i think growing through acquisitions,
is not a good strategy for this industry,
i would be careful
if this one makes new lows,
as i could see it cut in half,
again,
good luck to you..... |
