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

To: Roger A. Babb who wrote (1137)	1/21/1998 5:45:00 PM
From: taxikid	Read Replies (1) \| Respond to of 18691

i prefer to look at from the other view, even though i gave up my long and short position in ctxs a long time ago.. msft tried to crush them,..made a mistake in trying to compete with them, and because they said all of the wrong thing to depress ctxs, and since they don't have a solution they gave ctxs 100Million... ctxs mkt cap has been repiared and i think very soon.. when the price gets clobbered on its own, msft will buy them out as opposed to going hydra.. not a strong enough argument for me to go either way.. and i am putting no money down here.. i believe they will be bought out in the range of fair value.. and unlike zitl,vvus.. their product is real and msft "needs" it.. i wish i knew now what i didn't know when i had that straddle.. i would be worth a significant amount more.. taxi

To: Roger A. Babb who wrote (1137)	1/21/1998 5:57:00 PM
From: Mike Farrar	Read Replies (3) \| Respond to of 18691

Crystal Ball (Next big tech stock to crash and burn) Besides crummy RDRT which tanked earnings by 600%, I am looking for ITWO tomorrow after the bell to miss earnings estimates of .15 cents a share. I am thinking it will be a bigger fall than the SMOD, DDIM runs. ITWO is currently trading at 10x sales, 20x book and has a P/E of 229. Almost impressive as our friends over at YHOO. But this stock has only one form of income, from its Rhthym software. You have a business banking on 1 product. Plus, ITWO does 29% of its business in Asia and Europe. Also, check out PSIX up 30% on buyout rumors. Hope XCIT flops on earnings after the bell tomorrow too. Jeff P.S. Looks like you shorts are going to send CTXS to where it belongs.