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Strategies & Market Trends
Roger's 1998 Short Picks

An SI Board Since January 1998

Posts	SubjectMarks	Bans
18691	123	0

Emcee: Roger A. Babb	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
18016	Kevin, I think you're hallucinating again. Are you one of those people tha	Mama Bear	-	4/9/1999
18015	You can hide all the blood you want, but the stains are still there... Mama, y	Kevin G	-	4/9/1999
18014	You do searches for the ticker symbol, don't you. That's mildly obsess	Mama Bear	-	4/9/1999
18013	As I have posted before, the market is nearing an intermediate top. Earnings se	stsimon	-	4/9/1999
18012	VISX is a shorts worst nightmare... Ask Anthony@pacific, it killed a whole bun	Kevin G	-	4/9/1999
18011	Marconi, yes I am shorting EFAX, much to my regret at the moment. The business	Roger A. Babb	-	4/9/1999
18010	VISX: I had my annual eye exam yesterday. I spoke to my doctor about VISX.	Alan Newman	-	4/9/1999
18009	Hello Mr. Stein: VISX Wow! Hard to believe that price. Quite linear for a w	Marconi	-	4/9/1999
18008	How about VISX as a short. P/E of 179? Come on...	Ploni	-	4/9/1999
18007	Hello Mr. Babb: EFAX trading 30-ish I was looking ot short at 22 or above. No	Marconi	-	4/9/1999
18006	Hello Tai Jin: CTXS and MSFT, NT kernel <i>if MS open sourced NT - many o	Marconi	-	4/9/1999
18005	It is surely a no-brainer to me too. I think there is a possibility of BKS maki	Rajiv	-	4/9/1999
18004	Here's a new twist on Internut valuations from Fortune: One of the newer,	Dale Baker	-	4/9/1999
18003	<i>Check out BKS as a <b>speculative</b> long play</i>	Tom Hua	-	4/9/1999
18002	That's my understanding too. Hydra is part of W2000.	Caroline	-	4/8/1999
18001	Reverse engineering NT would be difficult at best. MS also has many secret APIs	Tai Jin	-	4/8/1999
18000	Check out BKS as a speculative long play. It is spinning off its internet divi	Rajiv	-	4/8/1999
17999	Gordon, I was going to post a long diatribe about why everything he's desc	BelowTheCrowd	-	4/8/1999
17998	My understanding is that CTXS loses its exclusiveness anyway when NT5 (oops, Wi	dumbmoney	-	4/8/1999
17997	And a lot of them have been making a ton of money following that belief in the	Dale Baker	-	4/8/1999
17996	Roger, whats going on with the SW sector? Everyday another one gets its trounci	RockyBalboa	-	4/8/1999
17995	Kip, unfortunately many investors really believe that stuff.	Roger A. Babb	-	4/8/1999
17994	Hi Marconi, I'm sure the kernel can be reverse engineered, and I'm sur	Caroline	-	4/8/1999
17993	Roger, looks like this analyst has come around to your way of understanding thi	Kip518	-	4/8/1999
17992	Thanks Caroline. Exclusive access to th NT kernel strikes me as an advantage,	Marconi	-	4/8/1999

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