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Pastimes : A Novel Academy: 56ers in Annapolis

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To: Doug R who wrote (1940)11/13/1997 7:29:00 AM
From: Ocote   of 2403
 
>>How does 50% to 60% off sound? INTC, DELL, MSFT and alot of
banks may become huge profit opportunities on the short side.<<

You love small float companies from the long side, but as true fear sets in these large caps can tank much faster than they can rise in a bull market. And, just as we love to get in to a company before the institutions arrive, I'd just as soon get short some of these high fliers before the institutions can get out.

I have not had a chance yet to begin to TA investment companies(TROW, EGRP, SCH), but found Bonnie Bear's comments insightful.

Also big banks with big exposure to Korea, Malaysia, Brazil--Citicorp.

Unfortunately, it's off to my real work first.

Ocote
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