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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: McNabb Brothers who wrote (17084)	1/18/1999 9:29:00 PM
From: Roger A. Babb	Read Replies (3) \| Respond to of 18691

Hank, how could you consider shorting a company (IMON) with $26 whole dollars revenue? Too early yet, just think of the revenue growth rate they will have! They only have to sell two copies of their $49 software to quadruple revenue! Really, I think it is too early to short.

To: McNabb Brothers who wrote (17084)	1/18/1999 10:01:00 PM
From: Roger A. Babb	Respond to of 18691

To All: important note on CTXS. I am withdrawing my short on CTXS and MSFT based on the important news announcements from both CTXS and MSFT on allowing anonymous remote use via Internet. This is very bullish for both companies. Remote hosting of complicated server apps in professional data centers for small to medium size businesses that do not have inhouse IT staff is the wave of the future. These complicated server apps can be designed to require only a web browser on the client side. This idea is the basis behind my large long position in FSTW and their Netgain product. This stuff is really about making money and doing business via the Internet, not like some of the recent silly little Internet companies.