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


To: Dale Baker who wrote (319)1/7/1998 12:34:00 PM
From: Timoteo  Read Replies (1) | Respond to of 18691
 
Dale: I began a short in ITWO today @ 55 1/2. Same business as MANU. Good product, but cannot justify PE200. I have written earlier at length about why (personnel shortage one of the biggest problems) I feel few software companies can sustain their high growth rates. Have been in and out several times for profits.

Timoteo