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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Pancho Villa who wrote (8880)12/25/1997 5:53:00 PM
From: Michael Berkel  Read Replies (3) of 9285
 
I am currently short the boxmakers CPQ and DELL. CPQ's chart looks terrible, heavy distribution is going on for quite a while and I wouldn't be surprised if an earnings warnings will be announced one of these weeks. But that's only my 10 cents..
Any CPQ shorters out there?
Re DELL I am not so sure and I would appreciate people's opinion re the prospects of this company in view of the Asian flu.

I expect ZONA to come out with a whitebook soon which will give the stock a temporary lift. Covered my short with a profit and will wait for another opportunity to short the stock again.
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