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

To: Mama Bear who wrote (8058)	4/30/1998 8:47:00 AM
From: Bob Trocchi	Respond to of 18691

To All: Below is the list of companies that presented at the H/Q conference on April 28. The report gives a concise review and summary of each presentation. I have included my own comments s to how the review struck me. The companies that presented are listed below. >>Updated 29-Apr-98 The Hambrecht & Quist Conference: Select Reviews Here are some select reviews of presentations made by companies at the H&Q Technical Conference on Tuesday April 28. << briefing.com Lucent Technolgies: Positive Lycos: Positive but valuation out of sight Amazon: Positive but questions some of their earnings/reporting Rogue Wave Software: Poor presentation E*Trade: Positive Intuit: Good Present. Sparsely attended.I wonder why. Are Analysts writing them off??? Sybase: Neutral i2 Technolgies: Best pres. of day. Review was very positive Sapiens: "Bland" Presentation. Review seemed neutral to poor. PLATINUM technology: No real summary comment. My take was that this was a positive presentation. Bob T.