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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Dale Baker who wrote (16241)12/20/1998 11:14:00 PM
From: larry   of 18691
 
Dale,

I think that most of these internet companies will report fantastic revenue growth for Q4 due to the Christmas online shopping frenzy. However, it will be very hard for these companies to post strong Q over Q revenue growth for first Q 99. Even likely that those numbers are negative. That should be a decent time to accumulate some short or put positions.

Strongly agree with you that when the Q4 98 numbers kick in, shorts in issues with tight float will get margin calls within days, maybe even hours.

good luck,
larry!
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