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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Bill Wexler who wrote (8216)12/12/1997 4:36:00 AM
From: Pancho Villa   of 9285
 
>>Quite frankly, I think the Y2K story is over, and the stocks will just drift slowly down from here<<

Agree 100% with you. With my y2k shorts, I will act according to my broken stock strategy outlined in my previous post. IMO they all still have quite a way to go [down!].

Hopefully our big picture is right. I am always a bit skeptical about my beliefs/convictions. In this business you need to be humble and flexible in order to realize change in fundamentals.

Pancho
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