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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: ynot who wrote (23562)	9/9/1999 4:21:00 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 68391

Hi ynot, Yes, the restriction was brokerage specific. I would imagine that most of the other brokerages did or will be implementing similar policies as it is designed to control the risk. Unlike the early days you now need to have the stock in inventory before you can short. 12 million shares todays, so twice the float. I don't really follow most of the stocks on your list. HIFN and PHCM are really unknown to me. I only vaguely know what they do, so no comment. ORCL is the safest of the group. I expect improved sales and margin expansion, once we get into 2000 as the IT budgets shift from Y2K issues. A look at the year over year EPS numbers indicate a good portion of the margin expansion is already factored into the price though. The improved Asian economy will help sales. They are still the dominant database vendor. It might be too early just yet to go long. APPL is an interesting play on Christmas sales. Year over year EPS growth is only projected at 9 percent though. The current price reflect the future EPS and the growth rate for the group not the company. Do they have new products to spur sales and margin expansion? RHAT, they will try to push to the sky between now and the first earnings report. Right now there is no way to gauge the revenue ramp. The new product will buy them some time if they miss the number for the Q. Any support contracts will probably not book revenues right away either. As a result the analyst will have no way to gauge how the revenue ramp will progress for the year. This will buy them one or two Q's grace. The end of lock up for additional shares won't be till January I believe. The Caldera IPO is rumored to be in November so it may lose some of its rocket status then. I won't comment on entry and exit points, as you can see my market timing is off right now. : ) Good luck Harry