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

To: CatLady who wrote (8030)	12/8/1997 7:38:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 9285

CL>>The risk is that someone sees something in Panda's technology that is worth buying out the company. But I think there'd be substantial licensing revenue seen if that was a possibility. So, yes, CatLady says Panda is a dog. :-) Shorted some last week. << Looks like you know their business and have done your hoework. have not looked at the balancer sheet/liquidity but I guess from your quote this is probably pretty bad. Also, from you opinion the risk of a take over seems small. IMO probably a safer short than my AOL/YAHOO Pancho