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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 (13378)	9/1/1998 4:05:00 PM
From: Druss	Respond to of 18691

Roger--I don't think there is anything you missed on CYCH. It is behaving like a lot of the other internets right now. A market rally and they are once again behaving like they are the belles of the ball. All the Best Druss

To: Roger A. Babb who wrote (13378)	9/1/1998 5:52:00 PM
From: Peter Kerling	Read Replies (1) \| Respond to of 18691

CYCH has a very high cash burn and fundamentals will get even worse quickly. However, I avoid that stock due to takeover-rumors (INTC, MSFT) that could let rocket it. I do not want to be SHORT if that happens. I think it is a 100%-takeover Co. I prefer LCOS and XCIT. They did rebound today and are a good shorting opportunities at 26 USD and 23 USD! My Price target is below 15 USD. Moreover I try to load up my SHORT-position in ZONA if it comes near 15 USD. They have no working technology. Peter

To: Roger A. Babb who wrote (13378)	9/1/1998 6:00:00 PM
From: Mike Farrar	Read Replies (1) \| Respond to of 18691

Roger, ETEC reports earnings after the bell Wednesday. ETEC has been beaten down quite a bit in the last couple of months. How would you play it for earnings and do you think ETEC has the potential to trade under $ 25.00 a share ?

To: Roger A. Babb who wrote (13378)	9/1/1998 9:36:00 PM
From: Rajiv	Read Replies (1) \| Respond to of 18691

Re : ALTIF and convertibles The institutions which owned the ALTIF convertible also own the OCOM convertible. It will be very interesting to see what they do to OCOM's stock price (The convertible is for a greater % of the current market cap, OCOM burns lot of cash, etc.). My guess is OCOM will be trading below $1 within 6 months - this is assuming that OCOM does not redeem the convertible before Oct 6 (it is very unlikely that they will be able to raise the cash). Regards. Rajiv