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


To: Bill Wexler who wrote (8569)12/18/1997 8:35:00 AM
From: Timoteo  Read Replies (1) | Respond to of 9285
 
Anyone following MANU? They've crept back up to 44. Announce earnings today. Will probably have to beat to maintain in this shaky environment. Thinking about shorting at the open. Any thoughts?

Timoteo



To: Bill Wexler who wrote (8569)12/18/1997 10:14:00 AM
From: Eric Klein  Respond to of 9285
 
I've got CVC on my watch list. They have a huge debt load and seem to be amazingly overvalued. I don't believe that cable modems will do them much good unless they've set up their network to work with digital packets. Have they?

When this one goes down, it should just keep going and going and going...



To: Bill Wexler who wrote (8569)12/18/1997 12:52:00 PM
From: tcarnes  Respond to of 9285
 
dear bill cvc the stock price doesn't support the rev.
at that level and some of those people won't stand fo the
increase in fees. book value of 185? price/sales
is strange 1... will watch. ncr note: ncr utilizes
oracle and informix for its comm.data bases and data
warehousing and transaction processing solutions
could ncr oracle and informix be dieing or
did i miss the boat. thanks tj.