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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 (11524)7/14/1998 6:32:00 PM
From: put2rich  Respond to of 18691
 
Roger or Any,
Anybody long/short SCRM or any new pop-up internuts. Well any ideas welcome and I will go small and watchout.



To: Roger A. Babb who wrote (11524)7/16/1998 8:58:00 AM
From: lindend  Respond to of 18691
 
Roger,

>>There must be some news coming.>>

From the recent S3:

The solution services business unit [aka Y2K] was formed in the first quarter of the previous fiscal year. As of June 30, 1998 this business unit had not realized significant revenue.

====

At this late, if they have no revenues, it would appear as if this was an ideal short which people should be adding to their portfolios. Am I missing something?



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