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


To: taxikid who wrote (3076)2/17/1998 11:26:00 AM
From: Roger A. Babb  Read Replies (3) | Respond to of 18691
 
Taxi, started a short position in TERA today. Another convertible loser.



To: taxikid who wrote (3076)2/17/1998 2:14:00 PM
From: Roger A. Babb  Read Replies (2) | Respond to of 18691
 
Taxi, I have had the feeling that something is wrong at CTXS ever since that "feel good" press release about a week ago. Reading between the lines, looked like there may be some disagreement with MSFT on Picasso or something. Has been sliding down on increasing volume, I bet the insiders are dumping again. I hear from some of their var's that Winframe sales have slowed in anticipation of msft Hydra.

As an un-biased non-investor in CTXS, what do you think is going on?