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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: accountclosed who wrote (36024)4/23/1999 10:16:00 PM
From: Oblomov  Read Replies (1) of 86076
 
At one point, he had a large following of shorts and value
investors. He had a number of good calls in 1996 and early 1997.
His shorts on the bomb detection (MAGSF) and Y2K (ZITL, VIAS, TRSI,
DDIM) stocks were very profitable. I agreed with his views on the
Y2K bubble, and made some nice profits with his recommendations. At
one point, he almost had me convinced to pick up some BROC. I am
always amenable to a good turnaround story. But the BROC folks
were made a big bet on "push" technology just as the approach was
falling into disrepute.

AA
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