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


To: James Young who wrote (8456)12/16/1997 12:54:00 PM
From: Eric Klein  Respond to of 9285
 
James, NSCP - I haven't covered my short yet. NSCP has been in a very steady decline since Sept. It's going head-to-head against MSFT, a company with almost infinitely deep pockets, control of the dominant operating systems, and the business ethics of a wolverine. The recent court ruling which prevents MSFT from forcing box manufacturers to bundle MS IE with '95 and NT was (according to at least one analyst) a joke. In general it's not rated very highly by computer-software analysts, it's 202 out of 328 companies in that sector.

NSCP is a wounded momentum stock, i.e high price-to-sales coupled with poor relative price strength. I think it could go to 15 depending on how the market moves.