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


To: Pancho Villa who wrote (145)11/25/1998 2:18:00 PM
From: Bob Trocchi  Respond to of 287
 
Pancho...

Re: INTU

I did not plan to short or go long with this stock or for that mater most all Internet stocks.

I was more interested in your comments about companies reporting their earnings on a pro forma basis as discussed in my post #144. Would it be safe to say that any company that does this is trying to cover some shortfalls?

Bob T.



To: Pancho Villa who wrote (145)11/30/1998 10:56:00 PM
From: tcarnes  Read Replies (1) | Respond to of 287
 
dear pancho a co. i picked up on as very over valued neon. i picked
apart the profile cash and debt. its worth about 35 tops. let me know what you think. i own no shares short at this time. i did short
mcre at 8 1/16 today. neon is a long term short looking for other
people to check the data and let me know. thanks tj.