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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 (7193)	11/18/1997 11:59:00 PM
From: Jon Tara	Read Replies (1) \| Respond to of 9285

Roger, do you use beta software in production? The other side of the coin is that NT 5.0 has been delayed. Hydra is very unlikely to be out of beta before NT 5.0 is released. Citrix still has a few more months - perhaps as much as a year - of sales before NT 5.0, and then they have inertia and Microsoft royalty payments. And keep in mind that the up-front payment was NOT recognized as a lump-sum and will continue to reappear on the income statement quarter after quarter for some time. I DON'T think it's time to short this one yet. (Remember, Roger, you've been shorting it since 12, and here we are at almost 80!) The chart is once again pregnant, and with some cooperation from the market, this thing will be at 100 in no time. If it can move above 80, things could get pretty exciting for the shorts. ;)