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

To: CalculatedRisk who wrote (6365)	11/2/1997 12:16:00 PM
From: phbolton	Read Replies (2) \| Respond to of 9285

FWIW: the business section of the sunday NY Times was very bearish today. one of the front page articles had a chart pointing out that the market was basically flat from 1972 to 1982 and the text said that it could happen again.

To: CalculatedRisk who wrote (6365)	11/2/1997 12:45:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 9285

I do not have a position yet, but am considering shorting AMZN. It has a market cap of ~1.4B w/ no substantial earnings for the forseeable future. I stopped by the AMZN thread and I could not find one poster who was long the stock. Even though it is grossly overvalued, I am a bit reluctant to short. It is a Wall Street darling and came back strong near its all time high after Monday's rout. This one is worth no more than $20 IMHO.

To: CalculatedRisk who wrote (6365)	11/2/1997 4:37:00 PM
From: Roger A. Babb	Read Replies (2) \| Respond to of 9285

Bill, I have noticed that the rate of posts to SI has been declining for the past two weeks. Do you think there is any significance to that?

To: CalculatedRisk who wrote (6365)	11/3/1997 5:53:00 PM
From: Pancho Villa	Respond to of 9285

CalculatedRisk: RE: ACLY Still studying but so far you get an A++++. This puppy may be better than ZITL! Unbeliavable, Mr. Arnold one of the guys who forgot to file a form 4, used to be an investment advisor. I could buy the techies forgetting but him!!!! Still stufying 10k. Only one thing the list of clients looks impresive. Have you called any of them to see what they thing about the services. My hunch is that they ain't gonna be to happy in which case we may have a sure short here. Regards, Pancho Y un millon de gracias!!!!!

To: CalculatedRisk who wrote (6365)	11/3/1997 6:17:00 PM
From: Pancho Villa	Respond to of 9285

CR: ACLY one 144 that I did find the guy keeps on selling! stocksmart.com Pancho CR checking their web site not so bad so far. They have a press release announcing ford as a client. They still have to deliver though! Need to talk to some of their clients like PG! have you?

To: CalculatedRisk who wrote (6365)	11/3/1997 6:58:00 PM
From: Pancho Villa	Read Replies (2) \| Respond to of 9285

CR RE: ACLY Keep on studying. One thing from the cash flow statement in the 10K cash flow from operating activities for 97 (936K)lower than in 96(1105) as they increased receivables by 479K so they did not get the cash! I.e. this guys are recognizing revenue before completing/delivering contracts? Trouble!!!! I think I will short a big chunk tommorrow. Don't care it may go up. Gravity will pull this puppy down! try free edgar have you? freeedgar.com Pancho