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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 (1578)1/26/1998 11:36:00 AM
From: Greg M.  Read Replies (1) | Respond to of 18691
 
<<BellBoy, ZITL must try to raise money now. I am shorting more.
>>

Roger,

Agreed. I shorted 10K this AM, (also through Datek).

Greg



To: Roger A. Babb who wrote (1578)1/26/1998 12:28:00 PM
From: NYBellBoy  Respond to of 18691
 
Roger - I would short more ZITL, but it wouldn't be prudent. It is my largest short by far. A question was asked about the convertibles and the CFO gave the same answer that made him look like a fool. He stated, "I can't compute the cost of the convertables." Later on he redeemed himself, but he should have been able to clearly state the methodology of the convertibles and it's effect on the dilution.

:)

BellBoy



To: Roger A. Babb who wrote (1578)1/26/1998 1:33:00 PM
From: Early Out  Read Replies (1) | Respond to of 18691
 
When are you going to cover this time Roger?



To: Roger A. Babb who wrote (1578)1/26/1998 1:46:00 PM
From: Alan Lee  Read Replies (1) | Respond to of 18691
 
Will HCOM become interesting again if it goes above 5? There doesn't seem to be any reason for the bounce back.
I'm also curious what you think about ZITL - I passed up several good chances to trade this in the last few months, just held on for the inevitable fall into oblivion. Seems unlikely that anything could bring it back now, but there's never been a lot of logic to why this stock has held up for this long.