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

To: Peter V who wrote (12991)	8/19/1998 9:08:00 PM
From: Doug Fir	Respond to of 18691

RE:OCOM, SRCM Perhaps the panic has faded in OCOM, but the facts will bring it lower. I'll re-short at a peak. SRCM looks like junk to me. People still seem to want to discount it relative to what they hope it can be. Once they start looking at what it really has now, it's toast. The financials will force a conclusion. All IMHO, of course.