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

To: Mike Maxton who wrote (12818)	8/14/1998 2:53:00 PM
From: craig crawford	Respond to of 18691

From thestreet.com thestreet.com But the fact is that Lucent (LU:NYSE) won the 16-channel business, an AT&T spokesman said in an interview this morning. That information has not been widely disseminated. Lucent shares were off 2 7/16 to 85 5/8. Earlier, the AT&T spokesman said, "Right now, we're buying everything in WDM from Lucent." AT&T activated its first 16-channel units from Lucent earlier this summer and will continue to deploy them until higher-capacity systems are available

To: Mike Maxton who wrote (12818)	8/14/1998 3:08:00 PM
From: Peter V	Read Replies (1) \| Respond to of 18691

Just after the 10Q release, SRCM dropped below 14, and hasn't risen to reach my 14 1/8 limit yet. Looks like it's in worse shape than I thought, and I'm kicking myself for not shorting earlier. May have to change to a market order if it doesn't hit soon.