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

To: MIKE DUBIS who wrote (1911)	1/29/1998 10:20:00 PM
From: Roger A. Babb	Respond to of 18691

Mike, I think CTXS is a good short at anything above $50 for a longer time frame. But be aware that it is very volatile and could go to $80 or so before the fundamentals catch up with it. Like AMZN, it is not for the faint of heart nor the rent money!

To: MIKE DUBIS who wrote (1911)	1/30/1998 1:03:00 AM
From: Roger A. Babb	Read Replies (1) \| Respond to of 18691

Mike, read the NCDI earnings report. They are a major CTXS reseller and made the comment that major new installations are being delayed waiting on the MSFT multi user NT release. INSGY, another big reseller, also reported slower sales of CTXS products. I expect a dip in CTXS revenues for the next couple of quarters, but that is three months from now and it could run up before then based on the upcoming 3:2 split, before the bad news is admitted.