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

To: PQ who wrote (6722)	11/10/1997 12:24:00 PM
From: Roger A. Babb	Respond to of 9285

PQ, thanks for a quality post. I will have another look at VTCH, this time from the long side, as a potential buy at a "market bottom". Are you in a position to comment on Citrix? How about general market direction? What are the chances we are entering a bear phase? Or will the bull market resume?

To: PQ who wrote (6722)	11/10/1997 12:50:00 PM
From: Pancho Villa	Respond to of 9285

PQ: you get an A++ for your honest message. Nice to see we get this kind of attention. Hopefully some of our ideas will make you some money. I may still short this stock for reason related to my take on the PC business and the Brazilian economy. The only reason I had given the "scam" a thought was the tremendous difficulty I was having in getting shares. Now that I know where these can be found... hope you stay in some time so that the shares are not called. Regards, Pancho

To: PQ who wrote (6722)	11/10/1997 11:21:00 PM
From: Bill Wexler	Respond to of 9285

Thanks for your comments regarding VTCH. I agree that the primary concern here should be the Brazilian economy. If you can vouch for the integrity of the family...I will take your word for it. However - to the casual observer, the loan and convertible deal raises some eyebrows. I'll be watching this one carefully.