Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Roger A. Babb who wrote (6511)	11/5/1997 11:53:00 AM
From: Jon Tara	Read Replies (3) of 9285

Roger, stating the obvious (which seems so often overlooked on this thread, as we chase esoteric shorts) looks to me like Intel is heading back to it's mini-crash low. Other stocks in the tech sector are doing well. (In particular, there is a rally going on in semiconductor equipment stocks.) This suggests a hedged position - long semi equipment, short Intel warrants (the warrants will help make-up for the difference in volatility), at least for the short-term. (I don't own this hedge, but I am long TER and CSCO today. INTC keeps troubling me. The other tech stocks swoon every time Intel hits a new low for the day, but then they just snap back higher. I am worried that the other will eventually take a clue from Intel...)

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