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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Roger A. Babb who wrote (6236)10/29/1997 12:34:00 AM
From: purecntry5  Respond to of 9285
 
"I am tired, somewhat confused,"

Boy does that sum up the last few days...and it doesnt look like any sigh of settling down...heard tonight someone say we all should start getting used to 200+ moves in either direction. Percentage wise its not that large, but it sure takes getting used to mentally. Good Luck.

Cowboy Brett



To: Roger A. Babb who wrote (6236)10/29/1997 12:52:00 AM
From: John Nowicki  Read Replies (1) | Respond to of 9285
 
Roger, I mentioned this in the Zitel thread in response to BG, but since you run a tech company, I wanted your opinion. Am I way off base, or shouldn't everyone immediately have laughed when Zitel announced a 99+% auto-remediator? Like I said before, this is a basic "find and replace" program, along the same lines as a spell checker. Now, having been given over 20 years to refine something that basic, they still tell me my name (in a programmed letter template space reserved for names no less) is mispelled.

Yet these folks (longs) actually appear to believe a far more complicated bit of coding (given the quirks of the original programmers)can be created in a few years, with a near 100% accuracy rate. Jeez. 70-85% I might buy, but near perfect?

Am I overasuming the programming problem (I do Web scripting/design...and am only now learning Java, after a 10 year hiatus from any programming since high school...I could easily be way off base)?



To: Roger A. Babb who wrote (6236)10/29/1997 2:54:00 AM
From: Paul Schmidt  Read Replies (1) | Respond to of 9285
 
Roger, long time no post, hell I don't know if you still remember me. I am just curious why you are so emphatic about BROC? I have so much respect for your short calling talents but can't believe how much you keep touting this stock.

I can name many stocks that are making as much revenue(which isn't much, btw) and losing less many as BROC but are trading at $2 or less. I can't see how BROC even got this high, it is about a $1-2 stock in my eyes.

If you want a true bargain then look at RATL. This is the kind of company I look for when I am hunting for bargain basement prices. They are totally out of favor, sitting on 200 million in cash, have an asset-to-liability ratio of 6-to-1, a P/S ratio of 2.38 and only costs $3 more than BROC. That is just one example, there are several excellent bargains out there, I just don't consider BROC one of them.