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To: Timoteo who wrote (143)12/12/1997 12:43:00 PM
From: Jacques Chitte  Respond to of 1205
 
Mornin', Timoteo.
I watched Zitl with utter amazement last year. I didn't muster the ...guts... to short it (my first short! Daddy's So proud...) until I was thoroughly convinced it couldn't get past 50 without those proverbial Big Contracts actually showing. The Nevada spike from 30 to 40 shot my nerves, so I covered at the first sight of 30 again and missed the Titow Ski Race.
Now I'm of the "short to near zero, and if it runs up short more" mindset.

Cube has been immensely frustrating. I'm gonna give it two more quarters. After that, if they haven't firmly gotten their revenues comfily into the $ 150M range, I need to re-assess their place in a market becoming commoditized at a rapid rate. AMAT's starting to look tasty...
Nice to see Broc up this morning. Means I'm not Brok yet. :-)



To: Timoteo who wrote (143)12/12/1997 5:11:00 PM
From: McNabb Brothers  Read Replies (2) | Respond to of 1205
 
Timoteo,

If we are going to have the BROC party in 98 we have 54 weeks left to move it to $20! Will be a buyer over the next few weeks as long as it stays below $5!

Hank