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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Roger A. Babb who wrote (4653)8/12/1997 2:01:00 AM
From: space cadet   of 9285
 
Roger, or anyone else: What is your opinion of afci, tklc, and fast? I am looking at puts on them. (Actually pulled the trigger on afci but looks like I am a little early). These are all momentum stocks, but they possibly may be losing the big mo. Also, any recommendations for shorting or putting non hi-tech companies, such as ko or whatever? I don't know much about the non hi-tech but I think it's much more overvalued than the tech stocks. The disk drive stocks (apm, wdc, qntm) are still dramatically undervalued. I can't find any sector in the non-hi-tech world that is likewise so undervalued, so I think the dow and the nyse will get hit harder than the nasdaq this time, though I know this would be quite unusual historically. Is there a reason all your shorts are in hi-tech?
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