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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 (13912)	9/21/1998 11:52:00 PM
From: Druss	Read Replies (1) \| Respond to of 18691

Roger--I have been looking over PSQL. CEO claiming he doesn't know why the price dipped over 35%. That is a short to my mind. He is either lying or clueless, neither are profoundly bullish conditions. All the Best Druss

To: Roger A. Babb who wrote (13912)	9/22/1998 12:15:00 AM
From: mike xie	Read Replies (2) \| Respond to of 18691

Roger, being a big fun of your short picks, I'd like to hear your opinion on CTXS. I have been shorting it since it was $75 pre-split. Got burned pretty badly with its run up. But fortunately I have got most of my losses back lately by following its swings. The reason I shorted CTXS is that I believe their network client-server solution sucks. The idea of transmitting mouse movements through network sounds like a kludge for remote access to me. It doesn't scale, provides no security, and worst of all, wastes way too much bandwidth. I agree it is useful in certain circumstances, but there is nothing in there that has a huge potential. Thus there is no way they can maintain the ridiculous P/E ratio. The CTXS thread has been pretty quite. However, I noticed whenever someone posts a different opinion, he will immidiately be flooded with responses filled with words like 'idiot', 'stupid'. Seems people on that thread don't like to hear such things. I am thinking of re-enter my short position if the stock goes over 75. I would like to hear your opinion about the stock. thanks

To: Roger A. Babb who wrote (13912)	9/22/1998 1:14:00 AM
From: BDR	Read Replies (5) \| Respond to of 18691

Roger, I haven't looked at PSQL as yet. HEPH has no intellectual property worth anything, let alone $14 a share. What worries me about the company is that, just as there are all kinds of people that will buy a nutritional supplement based on a flyer they receive through the mail, I believe there is a market for stock like this among people who will accept any wild claim made for the company's product. At its present price it should be a good short, but who knows. Another example to consider is ALTIF. Incorporated 24 years ago, the company admits that in the ensuing 24 years it has not once reported a profit. Now, as best I can understand, it has a centrifuge for separating fools from their money...no, sorry, precious metals from rock based on differences in density. Never mind that most loose deposits of elemental precious metals have long since been exploited. Never mind that today most of these metals are present in such low concentrations that the yield from small batches, as implied by the concept of centrifugation, would be infinitesimally small. It ought to be an automatic, profitable short, but there are still buyers for this company's stock. Where do these people come from? They are the bane of the shorter's existence.