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Strategies & Market Trends : Pancho Villa's Short Analysis File -- Ignore unavailable to you. Want to Upgrade?

To: xcr600 who wrote (74)	10/22/1998 9:36:00 PM
From: RockyBalboa	Respond to of 287

At present I mostly shorted stocks after fast runups. The only real burners were ZOLT and ENVY, so far. Big caps. I missed shorting BRCM, or the financials recently, name here PVN, only to enter PVN at 77 and Bankers Trust when the phony Deutsche Bank merger story was published. Currently im looking for short INKT and kept CNWK. For smaller caps other strategies are necessary due to the high volatility. For shorting it a ladder with sufficient number of steps. Say 3/16 for stocks in the 6-9 range (I tried this out on the legendary GMGC runup then at ABTE and SRCM, as long thre were share to lend. I am surprised that something like BTIM or MCHM could run that far, I always closed the positions beyond 5 to keep purchasing power. As for NEOT, a buck for 1k shares is also neat cash. Currently I ENML, MCHM are to look at but only when momentum dries up. My IAI/Janssen-Meyers/Dreyfus short list initially set up in June on Mr. A. research is still worth a look and paying out trading money. ABCR ABTE ATRM AULT BAMM BKS BMC BMCS BTIM BVF CCSI CGCP CIMA CYPH DMED FACO FCBF FCF FCWI FSII GGEN INSO ITII LMTR LNET MARC MCHM MTX NFLD PCLE PGO PPTV QDIN QRSI ZMBA REIN RELL RIPE SCLN TSR ULGX VUPDA ZONA C.

To: xcr600 who wrote (74)	10/23/1998 8:08:00 AM
From: Kip518	Read Replies (1) \| Respond to of 287

Any thoughts on why the crud is up? I was stunned yesterday afternoon when I was walking by my TV, which was tuned to CNBC, and saw a chart of SCRM on the screen. It was being recommended by some broker in "long-shot" segment. They showed a picture of the "black box," a remote control, & some hazy image of a TV showing webpages. With this POS is being recommended on CNBC, I realized we're back to story stock phase again. Most of these crap stocks have "compelling" stories..that's how their prices got inflated before. It's a-sucker-is-born-every-minute time again. I can't believe that it could come back so fast (apparently "minute" literally means minute). This market is floating up on fairy tales and fairy dust again.