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Technology Stocks : SCM MIcrosystems -- Ignore unavailable to you. Want to Upgrade?

To: David and Elena Krikorian who wrote (40)	4/3/1999 12:09:00 AM
From: CMon	Read Replies (2) \| Respond to of 45

Why wouldn't I believe that you sold if you say so? I'm staying short this one. I have no idea what the short term will bring, but long term I feel pretty secure about the position. Of the list you mentioned, I've never liked LHSP. It's a popular short for a reason: aggressive accounting and too many related party transactions. MOT I've been thinking about as a short term trading short based on their not insignificant IRID exposure. Here you have a company with significant exposure to a project with shortfalls and a capital structure that's not built for delays, meanwhile MOT trades at a generous multiple near its 52 week highs. I'm not sure why the concerns the market has correctly, if belatedly, discovered in IRID haven't spilled over to MOT yet. Long term I have no opinion on MOT. I've got no opinion on the others. Good luck.