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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 (3124)	2/18/1998 2:12:00 AM
From: sergio	Read Replies (1) \| Respond to of 18691

Roger, What do you think of LHSG? It seems very volatile and very high P/E. Took a dip last week but back up today. Sergio

To: Roger A. Babb who wrote (3124)	2/18/1998 2:21:00 AM
From: Dan Ross	Read Replies (1) \| Respond to of 18691

Shorted @Home today at 27 1/4....I found the H&Q report I had sitting around....I looked into the companies progress vs. what they expected last year....The company is WAY overvalued.....Estimates were .64 in 2001 according to H&Q..... Dan Ross

To: Roger A. Babb who wrote (3124)	2/18/1998 4:51:00 AM
From: Tai Jin	Respond to of 18691

Roger, what do you think of ML as a short? They reported a loss, but they also reported separately that they "received written, solicited indications of interest to acquire or merge with Metromail at substantial premiums to the current market price." Seems kind of fishy to me. I took a short position yesterday. ...tai

To: Roger A. Babb who wrote (3124)	2/18/1998 10:24:00 AM
From: Candle stick	Read Replies (1) \| Respond to of 18691

>>>The convertible is already in place and is big and ugly.<<< Roger I am confused. Where is this convertible? Can you point me to details about it? There is nothing on EDGAR. All I have seen announced is a shareholder rights program to protect shareholders in case of takeover attempt. The word is that 2 companies are looking to grab CYMI. biz.yahoo.com Cymer just put in place a 50 million dollar share buyback plan and there is already a 4 million share short position that is being squeezed tightly. The stock just recently popped from 14 1/2 to 22 on all of this news. I am lost on where the short play is. Any answers?