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Technology Stocks : CustomTracks Corporation (CUST)

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To: Mike M who wrote (454)5/28/1999 11:47:00 PM
From: Tom Hua  Read Replies (1) of 2514
 
, even if you were right, it took ZITL 4 years and a significant amount of points to top out

Mike, I bet you didn't follow the ZITL story in the second half of 96. It went from low single digits to 70s in 6 months on the hype of Matridigm's unreleased silver bullet y2k solution. Sounds familiar? You got it in CUST which is playing out almost exactly the same ZITL script, low single digits to 90 in few months based on hype/hope of an unavailable, untested but supposedly revolutionary product. Good luck!

How long can you hold your short position and how high is your threshold of pain?

I like my chances here. The real question is how long are you gonna hold your long and at what price are you gonna throw in the towel? $40, $30, $5, or $5/8?

Regards,

Tom
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