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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Ben Graham who wrote (449)1/28/1998 6:25:00 PM
From: Pancho Villa  Read Replies (1) of 18691
 
>>Current shorts are ACLY, ALYD, AOL, APOL, AVNT, BFIT, BTIM, BVF, CTXS, CYCH, DDIM, DELL, GNCI, LCOS, PTUS, PRST, TROW, SDTI, SEBL, SOLVQ, SBUX, VIAS, YHOO, ZITL, AND ZONA<<

Hi Ben: We have a nice short overlap. We overlap on the following:
ACLY, ALYD, AOL, AVNT, BFIT, DDIM, YHOO, ZITL.

I am also short: SEEC, IPIC (yes, still short! may cover when results for calendar Q4 come out. IMO it will be pretty ugly), ZMAX, CNC (may cover on down move), TRBO.

Considering WDRY as my next short.

Pancho
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