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To: Judy who wrote (16560)	1/23/1998 5:26:00 PM
From: Logain Ablar	Respond to of 50167

Judy: Roger has been against CTXS since it was $15. He isn't happy with the product (of which I'm clueless but companies like Sears seem to like it). He feels mgmt sold the companies future. Fundamentally the company has good management (and they are pretty uncomunicative to analysts during the quarter). I like the management but after last quarters blow out growth they have a tough act to follow. From technical people may be nervous about earnings. Last qtr forecast was 30 cents and it came in @ 41. If the growth decreases watch out below. Hope this doens't add too much clutter to your decision. I closed out @ $54 SWDIK. Tim

To: Judy who wrote (16560)	1/23/1998 7:17:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 50167

lehman.com

To: Judy who wrote (16560)	1/23/1998 9:12:00 PM
From: Rsg	Read Replies (1) \| Respond to of 50167

Judy (off-topic), Take a look at this: 207.183.153.206 A lot of people respect your intelligent and articulate comments. I did very well on some FGII shorts after studying its charts which I only started after reading some of your posts. Good trading to you, Rick G.

To: Judy who wrote (16560)	1/25/1998 2:34:00 PM
From: Riskmgmt	Respond to of 50167

Hey Jude! (Sorry, I am in a silly mood today and couldn't resist:) As regards your post re: CTXS and CSCO- shorts or not. I agree somewhat. Cisco has held up very well during sell offs, I bought back some covered calls that I had sold and am long stock and LEAPS. Judging by LUs results and the general bullishness surrounding CSCO's PR comments I think that they will meet or exceed estimates. On CTXS, as Tim and others have mentioned, Roger(who I like BTW) has been sour on the company and it's prospects since the stock was in the teens. I am familiar with Roger's views and if you care to search back 6 months you will see pretty much the samething being said then. I am not knocking Roger but the fact is, following his logic you would have missed a run from the teens to the 80's in 9 months, or worse, been short for a 60 point move. I have posted my thoughts on CTXS and the fundamentals before if you search back under my name. Or read this (Tom hope you don't mind) for a bullish look at CTXS fundamentals. IMHO Tom has done a good job of laying it out.http://www.techstocks.com/~wsapi/investor/replyb-3252007 Judy, if you mean by "short" a scalp, for a few points then yes I have done well, selling covered calls on a big move up and buying them back cheaper or letting them expire. However, if you mean short the stock for a ride down from the 70 mark to 50's NO the risk is too great.IMHO It could move upto 100 before it sees 50. Ray