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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: CalculatedRisk who wrote (131)	1/4/1998 9:07:00 PM
From: Bob Trocchi	Respond to of 18691

CR/Roger... >>Roger, RE: ACLY & WDRY.<< Regarding ACLY, I believe it recently gone up due to rumors about a possible deal with DEC in licencing. That rumor I believe is now going away as DEC has just signed a deal to market Piercom's Y2K products. A look at DEC's web site only mentions Piercom as a Y2K resourse. IMO this will hurt ACLY as the reality about DEC sets in. Given that ACLY's fundamentals are way up in the stratosphere, sounds like a good short to me. Then again, Y2K companies go by different rules. I am strongly considering a short position in ACLY as well. Good Luck Bob T.

To: CalculatedRisk who wrote (131)	1/9/1998 3:25:00 AM
From: Eric Klein	Read Replies (3) \| Respond to of 18691

Bill, ACLY - What's your take on why this stock, arguably the most overvalued of the Y2K's with P/S of 60, continues to fly while it's less fortunate brothers, ZITL and DDIM for example, are in the dumpster? ACLY's story is not even very good. Their product is only for DEC VAX, not a computer that's in very wide usage any more. And VAX always seemed more of a DOD and scientific type computer than a big business box. Also, I thought ACLY would really tank when DEC chose Piercom over ACLY as their Y2K partner. One thing though, ACLY definitely has the VAX Fortran market tied up. That should produce at least a couple hundred dollars of sales. I believe you when you say that this stock will have sequentially lower revenues. But, why not wait till March 1 (just before quarterly results released) to short it? I'm short DDIM and ZITL. DDIM won't make it's quarterly numbers, ZITL is just plain stupid. Would love to add ACLY to my list, but the chart looks awful strong. I'm already short AOL & YHOO, I don't know how much more chart fighting my sanity will stand. I decided to ask these questions here rather than on the ACLY thread to avoid harsh words from the ACLY bulls. (Harsh words wound my tender feelings)