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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 (13141)8/26/1998 6:34:00 PM
From: Don Westermeyer  Read Replies (1) | Respond to of 18691
 
Roger,

Are you still short VIAS?

I covered quite a while ago (of course regret it now), but am now considering going long as a cheap 'Y2K fear' play for next year. I'm in no hurry though. It seems like VIAS is a real business, unlike ZITL.

There has been some insider buying this year but the amount looks suspiciously low.

If you have any opinions on VIAS I'd like to here them.

Thanks in advance.
Don



To: Roger A. Babb who wrote (13141)8/26/1998 7:22:00 PM
From: S Shaw  Read Replies (2) | Respond to of 18691
 
Roger:

The volume on CYCH was over 3million today. What's going on?

Scott



To: Roger A. Babb who wrote (13141)8/26/1998 9:05:00 PM
From: RockyBalboa  Respond to of 18691
 
Thank you for the warning, Bob, Barb.

I even jumped boat with a kilo on the news ($8, yesterday) and found it was good for a few bucks up. Sure, reading through the financials, it doesn't look good. Guess how far it may run?

Christian



To: Roger A. Babb who wrote (13141)8/26/1998 9:52:00 PM
From: S Shaw  Read Replies (1) | Respond to of 18691
 
Roger:

Re: CTXS

If this one was to stage a rally of any kind, how high would you see it going and what do you see as an ultimate target? I remember your extensive treatment of their treatment of their income from MFST and the impact on their future earnings. What time frame do you feel we are looking at before the numbers head south. TIA.

Scott