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

To: Hank who wrote (8202)	12/11/1997 9:18:00 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 9285

More good news for US markets!!!! Asia is deep in the red again (meaning that Japanese money will be rolling into AOL and YHOO) and... Slovakia is UP 0.5%!!!!!!!!!!!

To: Hank who wrote (8202)	12/12/1997 9:17:00 AM
From: Franco Battista	Read Replies (2) \| Respond to of 9285

Good call Hank. The news of production problems was unexpected but someone seemed to be aware since the price was tumbling for some time. However I do not agree with your assessment of Viagra, Zona and Vvus. You are assuming they are all producing the same product and that therefore the bigger player will come out on top (no pun intended). We seem to agree that Zona's product is a sham. There is no solid data for PFE's product and as now no studies have been made available. Because VVus is a smaller company, it obviously is under pressure to perform (again no pun intended) on a consistant basis and any slip will be severely punished. These slips provide great shorting opportunities, but in the long run VVus will make money. Their product has just been approved in UK and they received a $3 million payment for this while others countries will approve soon. Of course this is my opinion.