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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 (6562)	11/6/1997 9:41:00 PM
From: Timoteo	Read Replies (1) \| Respond to of 9285

Roger: AOL cursory glance indicates a potential peak in advertising revenue. Not surprising IMO, since nobody claims it pays and there is increasing competition. Improvements in net technology make AOL less and less necessary. Lower cost of entry means that this market will increasingly attract competition. Bad for the billion dollar cap companies with no real earnings. I hate to catch a falling knife however. YHOO and some of the other search companies are possibly the better play. Enjoy the BROC meeting. Wish I was there but have a school system to run :). Best wishes, Timoteo

To: Roger A. Babb who wrote (6562)	11/6/1997 9:47:00 PM
From: nonzeroa	Read Replies (1) \| Respond to of 9285

I assume everyone here is aware of the hijinks at DDIM. They reported their income statement without the balance sheet! Excuse: "In moving, we get a little, um, little problem, bringing up accounting systems" Reported results: Consulting revs $10.7 mm Licensing revs 0.65 mm Ardes 2K revs 0.6 mm The stock will implode without licensing or Ardes revs. Its obviously a less compelliing short at $22 than it was at $32, but how often do you get a chance to be in an Oxford Health when it craters?

To: Roger A. Babb who wrote (6562)	11/6/1997 9:48:00 PM
From: Robert Giambrone	Read Replies (1) \| Respond to of 9285

S&P FUTURES TANKING.......... Mini S&P 500 Futures: GLOBEX Prices as of 11/06/97 08:40 PM Trade Date: 11/07/97 MTH/ --- SESSION --- PT EST ---- PRIOR DAY ---- STRIKE OPEN HIGH LOW LAST SETT CHGE VOL SETT VOL INT DEC97 942.25 943.00 935.00 935.00 ---- -725 413 942.25 MAR98 953.00 953.00 946.75A 946.75A ---- -550 4 952.25 TOTAL EST.VOL VOL OPEN INT. TOTAL Friday should be a great short player day. cme.com Japan and Hong Kong also looking very week. quote.yahoo.com

To: Roger A. Babb who wrote (6562)	11/7/1997 8:11:00 AM
From: Dan Lisman	Read Replies (1) \| Respond to of 9285

Could you give me a link to "new" MSFT-HYDRA news. I could not find it. Only thing I have seen about HYDRA is "Hydra is based on code that Microsoft licensed from Citrix." Thanks Dan ooops. found this: biz.yahoo.com Is this it?