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

To: tonto who wrote (168)	1/5/1998 4:47:00 PM
From: vegetarian	Respond to of 18691

Some of AVNT's customers may not want to be named because: -they do not want their competition to know what tools they are using -they do not want the public to know that they are willing to buy stolen goods AND drum roll -naming them would not be any more enlightening than keeping them unnamed ;-) As Bill said, an opp to short more. BTW did they realize revs from the last 50M order that was referenced by someone?

To: tonto who wrote (168)	1/5/1998 5:00:00 PM
From: Bill Wexler	Read Replies (2) \| Respond to of 18691

<<Why do you think this company will go to single digits?>> Let's start with the fact that a large number of key executives and board members are currently under criminal indictment. How many companies do you know that have had a platoon of executives led away in handcuffs that later went on to great fortune? Let's factor in the endless civil litigation with Cadence and the fact that they keep losing every major court battle. Let's not forget the recent judgement against Meta software (now a division of Avant). biz.yahoo.com Oh...and the shareholder lawsuit. Hmmmm... the fact that despite all their vociferous claims to the contrary, Avant is nowhere near being the leader in anything. Despite the fact that the EDA/PR markets have grown enormously over the past few years, Avant only managed a 35% revenue increase for the last 9 months. BTW, I wouldn't exactly trust their accounting methods. The mergers and acquisitions were very expensive, and a rip-off to the Avant shareholder, particulalrly the TMAI deal. The bottom line is that Avant should be shut down. I think it will be. AVNT is hideously overpriced considering the risks involved. if you want to invest in this business, why not go with the true leader: CDN? I can not pound the table hard enough on this one: SHORT AVNT!!!!