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XenaLives

12/23/02 5:06 PM

#58407 RE: Zeev Hed #58398

Paula doesn't do much shorting yet, PaulA is the one who posted... Gee, shoud IHUB permit an alias that is that close?



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Paul A

12/23/02 5:27 PM

#58411 RE: Zeev Hed #58398

Zeev- actually I guess now that I look at the chart, it really wouldnt be a good time to short it here but rather 2 months ago when it failed to take out 16.. but with regards to going long- I just think theres alot of other positions with less uncertaintity going into next year. My negatives are the same ones you wrote considerably about in the past re: the HRT products.. I know the company has tried desperately to distinquish their products from the competition, and I think they have a valid arguement but I also think they didnt manage the expectations for the next few quarters instead opting to defend their HRT products and other non hrt pipeline.

-I think in the long run this will be just a blip on the screen for them, but still- the next 2 quarters I dont think will make the picture much clearer enough for people to give it another run into the mid teens.. Although one thing the stock really has going for it is the huge short interest, and the fact that longs are capitulating now under $10.. if Im wrong and theres stability/certaintity it could squeeze pretty hard..