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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (2270)	6/11/2000 8:34:00 AM
From: Logain Ablar	Respond to of 30051

Hi Zeev: Thanks on qlgc. Its RS is still in O's on PnF. On MSTR, like you I don't short. I was just trying to educate some of the longs on "revenue recognition" rules. While I pointed out IFMX as an example maybe OXHP is a better one if there is financing. OXHP under reported claim expenses (the insurance term is IBNR, Incurred But Not Reported losses) and they received $500M in financing. Stock just recovered this spring past the level it was at when it received the financing (2 to 3 years later). As for a healing stock it can be but I'd rather pay for a company with better fundamentals (from someone who purchased ANCR). Tim