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

To: McNabb Brothers who wrote (1375)	1/23/1998 4:58:00 PM
From: Roger A. Babb	Respond to of 18691

Hank, OK but I still think you are having a slow week at the mortuary and were trying to drum up business! I will be rooting for the Broncos too.

To: McNabb Brothers who wrote (1375)	1/23/1998 5:25:00 PM
From: Roger A. Babb	Read Replies (4) \| Respond to of 18691

Hank, as you know I am a contrarian investor. One of the best indicators is a one-sided SI thread which does not tolerate other points of view. A view weeks ago the ZITL thread fit this description from the short side and I covered most of my short in the 9's. The CTXS thread fits from the long side. A one sided view means that people have stopped their logical thinking process and the price is probably out of bounds.

To: McNabb Brothers who wrote (1375)	1/24/1998 1:37:00 AM
From: Paul van Wijk	Respond to of 18691

Hank, >> For some reason I enjoy being blasted by people on SI It will be my pleasure! BTW What will be your strategy on CTXS now it finally had a few serious down days in a row (on good news). I received a letter from the info. architect from Dutch Railways this week where he explains why they will implement Winframe throughout their whole infrastructure. And the benefits of the thin-clients, TCO etc. For me it is (and already was) hard to believe the product is a hype. Well, we'll see in a few years what will happen. Anyhow, a good product is not the same as a good company. If I'm in a good mood I will post on the Dell-thread this weekend that CTXS dropped more than 3 time faster this week then Dell rose. (Not to prove anything, but as a compensation for my other posts to you this week. People might think that I have anything against you. Nothing can be further from the truth). Wish you all the best and a nice weekend. Paul BTW What is the difference between a DIE HARD BULL and a short who hold on to his strategy until something change fundamentally. The gap between both type of players is very close IMO.