To: Josef Svejk who wrote (1773 ) 4/17/1998 10:59:00 PM From: invest04 Read Replies (1) | Respond to of 5736
Josef...CCSI is hiring the PR firm and its soon to be partner is not, cause in my own humble opinion, CCSI's soon-to-be partner will only get a piece of the action--the right to use CCSI's technology for a particular application; CCSI still will have the remainder of the pie to develop and market, be it dental, cosmetics, oil, or whatever...I look forward to CCSI's PR firm to expand CCSI's visibility to not only the financial marketplace, but also the general marketplace...the shorts still don't get it; CCSI is not about one application, but the concept of using its technology to a wide range of applications, not only in the medical field, but outside it. I would speculate that CCSI's soon-to-be partner will certainly undertake its own PR effort to maximize its own marketing for the rights to be obtained under the agreement; but CCSI's own agenda is much broader, and as such, the retention of a first class PR agency is certainly warranted. I sincerely believe the shorts have royally screwed themselves. The enormous short interest is/was due to 1 of three reasons: 1. Their knowledge of insider information of negative information relating to CCSI; or 2. Their shorting based just looking at CCSI's chart and financials; or 3. Their knowledge of other information. I am not aware after my continued DD of any negative information relating to CCSI. If I was, I'd be out of this relatively low volume stock quickly than you could blink. I do understand why you might go short based on CCSI's chart and financials, but no one in their right mind is going short 1.8 million shares on a low volume stock based on that reading of the chart and financials and completing ignoring all of the credible evidence suggesting they really do have a MEGA deal in the works. So I think Skip's thesis is correct, e.g. that the enormous short position was as a result of short's knowledge of changes at Dreyfus. The shorts, I'm speculating, were betting that Dreyfus would be doing what funds usually do when a decision is made to exit a stock... sell out their entire position. Their mistake, in my humble opinion, is one of timing and poor research. They didn't figure that CCSI was for real and really do have a mega deal in the works, and the Dreyfus situation has developed too close to the announcement of the deal. In other words, even if Dreyfus has or will make a decision to exit CCSI, they are very knowledgeable, imho, of the status of CCSI's negotiations, and as such, will wait to either sell into any strength upon announcement of the MEGA deal, or will sell sometime down the road. That is, if they even decide to sell. CCSI has in fact been one of the biggest winners in their portfolio, and after the anticipated news is released, it will provide, imho, sufficient evidence of revenues to justify a revenue model which will attract a wide range of other mutual funds as well as analysts initiating coverage with a strong buy. When the shorts realize that there will be no immediate sell-off by Dreyfus, and when they also realize, as they already do, that announcement of a MEGA partnership is days or weeks away, I doubt that a short interest of 1.8 million shares is goin' wait around to see what the news really looks like. Just my opinion of course, from a little ole Oregon farmer...