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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 (13351)	8/31/1998 10:38:00 PM
From: reggie jackson	Read Replies (2) \| Respond to of 18691

Ref:Altif Why in the world was this convertible up when everything else was tumbling? Reggie

To: Roger A. Babb who wrote (13351)	9/1/1998 12:21:00 AM
From: ItsAllCyclical	Read Replies (2) \| Respond to of 18691

MRVC: I know this is a short thread, but I'm intrested in fellow shorter's opinions. Has anyone seen a company with this much cash, positive earnings, good future growth ever trade below book. Right now it's close to cash. Book is 6.25 cash is around 5.25. MRVC closed at 5 19/32. I think it's a pretty safe long at these prices, but interested in skeptical short's opinions. It broke down tech and then they said next qrt's rev will be down 10-15% but their still predicted to make around $1 for 99.