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


To: CalculatedRisk who wrote (6447)11/3/1997 7:48:00 PM
From: Pancho Villa  Respond to of 9285
 
CR: poor longs. To tell you the truth, I do not even think talking to the costumers is necessary. I have done consulting in similar fields (i.e., custom logistic solutions for an outfit about their size. Impressive clients but the results were very sloppy due to poor management) I wonder how they are planning to reach the billings needed to support the valuations with 30+ employees. Check their employment opportunities in their site. It made me laugh!

The only thing I still woander about how come there are so many dummy investors out there. Some times I wonder if we are the crazy ones.

Will short tomorrow and continue homework.

Pancho