Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Cosmo Daisey who wrote (509)	1/9/1998 1:00:00 PM
From: Timoteo	of 18691

Cosmo: MSCC, you are probably right, though I tend to prefer shorting hype companies. I've actually been buying some beaten down semis SFAM, ALRN, AMAT, LSI (latter two sold). I assume they don't have a lot of SEAsia exposure because of their size, but that won't matter if the market tone continues. My ALRN long is down again today-PEs probably about 10. Maybe I'll ride MSCC down and up! Timoteo

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