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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 (7062)	11/16/1997 12:23:00 AM
From: Dan Ross	Respond to of 9285

It was just an idea....we'll see how it plays out.....I am currently long MRVC and long QCOM....no shorts as of now....both of these companies are undervalued and selling at rates less than their growth rates... MRVC is my biggest position.....sales growing at 90% + Year over Year and earnings growing at 100%......the stock sells at a trailing P/E of 38 or so.....CSCO sells at a higher multiple than MRVC for less growth.....the stock split 3/2 and 2/1 last year. ... QCOM...love the technology....CDMA will be the worldwide standard in 2-3 years and QCOM will get the royalties....it has been up close to 8 points since Wednesday at the close.....EPS on Tuesday was .05 ahead of consensus....expanding manufacturing by 200,000 phones......Future looks bright for now.....The one concern that I have is inventory glut after Christmas...It is a possibility.... Dan Ross