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Strategies & Market Trends : Roger's 1997 Short Picks

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To: dougjn who wrote (4566)8/8/1997 12:19:00 PM
From: Jon Tara   of 9285
 
Dougjn, I happen to think that most of Roger's short ideas are not the best choices in a general market decline. I beleive that even more money can flow to over-inflated stocks in these conditions.

I do like his ZITL pick (because the stock is already broken) as well as his AOL pick (because the company's account is, always has been, and always will be BS, and because I have my own information that suggests that AOL usage, and probably membership, has peaked).

So, as to CTXS's amazing strength? I think that when signs of a market top show, some people will reach for the flyers in a last desperate attempt to "make money fast".
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