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

To: CJ Quantumwell who wrote (2069)	2/1/1998 7:59:00 PM
From: vegetarian	Respond to of 18691

TERA: Their Sept convertible offering was fully converted by December as described in their Dec 8-K. So converting the Dec 31, offering (for which S-3 was filed 1-12-98) may not be too far off, although its size is double that of Sept offering. It seems the brokerages are hyping this stock to a lot of customers and people think they can retire by buying this stock. Although technically it is a sound idea, I know of some companies already designing next generation microprocessors based on a multi threaded architecture (Reference: IEEE Micro, Sept Oct 97, pp 12-19 see the paper by Eggers Emer et al on Simultaneous Multithreading) and those folks graduating with MS/PhDs from Univ of Washington have been in great demand. Of course, you know what having a microprocessor implement the capability would mean to those companies who make special purpose machines based on that concept. Also, their convertible offerings have been gradually larger in size so their need for cash will persist until they can form a revenue stream which does not look close at this point. Of course I could be wrong about all this and the stock may go through the roof, but I don't see signs of that yet.