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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 (6538)	11/6/1997 12:01:00 AM
From: Pancho Villa	Respond to of 9285

Robert, thanks for the input. Have to finish looking at Broc I started but did not have the time to finish. Pancho

To: Roger A. Babb who wrote (6538)	11/6/1997 12:31:00 AM
From: schadenfreude	Read Replies (1) \| Respond to of 9285

Roger, Already short SEBL. Considering BROC, but I have a couple of concerns. 1. If Netgain sales will not drive revenues until Q2 98, what's going to drive this stock over the next nine months? Are you anticipating stepped up coverage from the Street? 2. BROC is quite a small company. I haven't really checked but I'm guessing that they've spent at most $5 million developing Netgain. What's to stop SEBL--or another competitor for that matter--from developing an equal or superior product? And even if BROC's product is a winner, does it have the sales force, name recognition etc. to translate that into sales? I look forward to hearing your comments. Jon