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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Roger A. Babb who wrote (8924)12/27/1997 12:53:00 PM
From: Carl H. Gotsch  Read Replies (1) of 9285
 
Roger,

As you suggest, the rather modest distance between Zitl's current position and a reasonable exit point make it a relatively unattractive year-long pick, IMHO. But the Y2K stocks deserve a candidate on the basis of sector considerations. DDIM has already experienced a substantial (and profitable fall) so there may not be too much there either. What about ACLY? Recently showing a nice bit of strength, something to short into IF if it is based on hype and not news of real substance--which I have not found. Pancho has this one in his sights, however, so maybe he can comment on whether it could be the Y2K representative.

Regards, Carl
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