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

To: xcr600 who wrote (256)	4/21/1999 11:52:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 287

I decided to get really stubborn with ICCAC and PRBZ - plus they are not huge positions so all my Internut winnings on the long side encouraged me to ride these two out. I don't see anything in PRBZ, not even revenue growth, which justifies a valuation over $30. Sooner or later this puppy will crash because there is very little room for multiple expansion upward. But I don't know when that will finally happen. ICCAC is more of a given. The discount convertible and lack of revenue amount to a death sentence.