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


To: Jeff Bond who wrote (6718)11/10/1997 7:39:00 AM
From: Pancho Villa  Respond to of 9285
 
JB: >>This thread absolutely POUNDS, offering opinions supported with facts and links, posted by people who get right to the relevent points.To that end : Good Night!<<

Thanks. You are one of the guys posting the relevant points. Posts like this one help me see the big picture. I read it and then read the headlines, CTXS and licensing pact with HPW, COMS, etc. etc. etc. I put 2+2 toghether and I don't see a slow down in the near future. The stock may come down in a market correction due to its high multiple (however, probably not by much. the stock is hot - technically and fundamentally speaking. Look for example at VTSS last time I sold it was at 39 and it has not reached this level since the late summer, despite the incredibly fast run up in price and the uotrageous p/e multiple). If I were short this puppy I would probably cover in one of this corrections.

Pancho