Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Lazlo Pierce who wrote (3749)	2/27/1998 10:45:00 PM
From: Tom Markowski	Read Replies (1) of 18691

Shorting Dell is a fool's game. As I told Hank, five months ago....Compaq and Dell are kicking ass. End of story. Consolidation continues....marginal players like AST, DEC, and others are history. IBM is not far behind. This stock will be at 200 six months from today (pre-split) Too many people here short stocks because they think they are "overvalued". They short and wait...and wait... and wait. AMZN, AOL, YHOO...too much momentum to pick their demise. Waiting on a stock "costs money" and more importantly misses out on other opportunities. I'd rather short something that few follow..has little momentum and weak sales growth behind it. Tom

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