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Technology Stocks : NewCom (NWCM) -- Ignore unavailable to you. Want to Upgrade?

To: paperheart who wrote (487)	6/12/1998 1:02:00 AM
From: Quilty	Read Replies (1) \| Respond to of 662

My money's on paperheart. It has been for a while. Sadly, I can't borrow shares anymore, given the high demand. Question: what comes first, the short-seller or the reason to be short? Gravity looks like the path of least resistance here, especially in light of the quality of people involved. Did anyone happen to catch the NY Times last Sunday? This guy at Dreyfus is a lot like the Deutsch Morgan Grenfell cad who ran up Solvex a while back. Shareholder value isn't present here, except as a rhetoric device. Sort of reminds me of those people you see on the evening news side-stepping cameramen or blocking their faces with newspapers so the general public doesn't get a mug shot as they duck into patrol cars...A no-brainer, avoiding this stock or selling it short. Being long here must involve that "thinking-outside-the-box" thing I've yet to attain. Could someone please reiterate the bull case for me. Thanks in advance (and no hard feelings), Q.