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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 (6897)11/12/1997 12:25:00 PM
From: Pancho Villa  Respond to of 9285
 
Roger CR and ALL, A bit hesitant but I shorted DDIM. At least I did it at 21! I was not crazy about it so placed a high limit based on the news of a y2k disclosure bill introduced in congress.

If you read my posts on DDIM of about a week ago (run a text search with the words Pancho and DDIM) I was concerned about:

1. institutional buying, Fidelity, state street, etc. Did these guys already sold? Are they right?

2. revenue growth rate, size of revenues (this was high. CF was bad!!)

3. the number of employees (200 and plans of going to 500), are they a real y2k company? i.e., are they a PTUS?

4.More recently they announced an acqusition (will used stock need to figure out how expensive the earnings were to see if high PE will come down a bit)

5. last but not least, I believe Zacks rates it a strong buy (the lesser concern).

Any input greatly appreciated. I just did not feel that great when I pulled the trigger on this one. Except for the price!!!

Pancho



To: Roger A. Babb who wrote (6897)11/12/1997 12:43:00 PM
From: phbolton  Read Replies (1) | Respond to of 9285
 
Roger et al: could not get any SEEC to short this AM, also the $1+ spread was not enticing, so I started short position in YHOO instead



To: Roger A. Babb who wrote (6897)11/12/1997 4:27:00 PM
From: Jon Tara  Read Replies (2) | Respond to of 9285
 
Roger, check out the close on CTXS. Looks like you've hit the lottery! :)

This morning, I decided that today was the day to short CTXS. However, I decided that I'd wait until after the Fed meeting, as I thought it might rally into the meeting (it did). By the time I looked again, though, it was too late (at least to catch today's big move.)

Congrats to those who've had the guts to already be short CTXS.


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