Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: DD™ who wrote (4866)	8/22/1997 12:51:00 AM
From: CalculatedRisk	of 9285

DD, I still suggest patience on most Y2K stocks. I think this will be an excellent source of income starting next year. However, these companies are in the peak contract signing period right now and the hype is still building. IMO, it is safer to wait until we can anticipate the peak in revenues (I am currently estimating Q3 1998) and put on a position about 6 months in advance (early next year). We may not maximize our return - but the risk will be minimal. The exceptions would be ZITL and possibly ACLY. Regards, Bill

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