Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Graeme Smith who wrote (6041)	10/24/1997 5:17:00 PM
From: CalculatedRisk	Read Replies (1) of 9285

Graeme, IMO, it is now time to short Y2K. I started shorting earlier this week with two regrets: not enough shares and couldn't find any PTUS! The best shorts (IMO) are ZITL, DDIM, ACLY, IAIC followed by VIAS & PTUS. All NASDAQ and marginable - but the floats on ACLY & IAIC are a little small. We may see another cycle of Y2K hype, but I think it is time to start building a position with a one to two year horizon. Here is some PR from a real player, CHRZ. biz.yahoo.com Notice the discussion of the "after Y2K" business ... I hope this indicates analysts are starting to look out a little further and for companies like DDIM, et al. it is not a pretty picture. Best Regards, Bill

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