Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: ynot who wrote (18378)	8/15/1999 6:33:00 PM
From: Roger A. Babb	of 18691

ynot, I am not shorting RHAT even though it appears to be outrunning reason. Many folks, including me, think that LINUX will become a big deal and currently there are only two ways to play it: long RHAT or short MSFT. But just because LINUX will be successful, it does not necessarily mean that RHAT will. The current RHAT stock price is not a bet on RHAT but a proxy bet on LINUX and it could go MUCH higher before logic prevails. I am neither long nor short RHAT.

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