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

To: Mama Bear who wrote (5097)	3/17/1998 12:50:00 AM
From: Tom Hua	Read Replies (1) \| Respond to of 18691

Barb, sure sounds like Geron. What's your game plan? short at 10am tomorrow? Regards, Tom

To: Mama Bear who wrote (5097)	3/17/1998 11:09:00 AM
From: Russian Bear	Read Replies (1) \| Respond to of 18691

Thanks for the heads-up, Barbara. I pulled the trigger (a little late, perhaps) at 10.125. This one should soon (within a week or two) be trading well below 7, IMO. Thanks again, RB

To: Mama Bear who wrote (5097)	3/17/1998 12:40:00 PM
From: Jon Tara	Read Replies (3) \| Respond to of 18691

Please check out ESVS as a possible short candidate. You won't find a thread here for ESVS, but you will for NETZ. Read the thread, and the articles in Wired, for the connection, as well as some dirt. It's a very amusing scenario. What I think may be happening here is this: 1. ESVS facing delisting, insufficient net tangible assets 2. Create net tangible assets out of thin air, through a stock swap with NETZ. NETZ stock now carried on the books as a net tangible asset. 3. Apparent common control with NETZ. 4. ESVS to issue $50M in debentures (floating-rate, no-floor Reg S?) eventually, $5M immediately, for joint-venture with NETZ. 5. Intriguing possibility of debenture-holders shorting NETZ rather than ESVS, skirting hold-period requirements. 6. Conversely, ESVS shortable by us peons ($7 or so right now, and with a small-cap listing). NETZ is a BB penny stock. I'd appreciate feedback from those able to digest the recent 8K from ESVS.