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

To: Dan Ross who wrote (6400)	11/2/1997 11:03:00 PM
From: Zeev Hed	Respond to of 9285

Dan: As I have said, I have not studied the stock. But ingeneral, building inventories hits the cash flow line not the profits line, and if indeed by holding inventories they gain part of the book makers profit margins, they may actually be in a position where they are short cash (buildup of inventories) but are profit rich (higehr margins). I know not which one it is, and If I were in their shoes, I'll let the book makers have their margins and keep the inventory. Viva la Virtual Company. Zeev