Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Early Out who wrote (1912)	1/29/1998 7:41:00 PM
From: Joe Stocks	Read Replies (3) of 18691

Shorted CSCO today at 84. So far they seem to have been immune to Asian Flu and sector slow down. Gut feeling tells me there will be profit taking tomorrow (too much too fast) and a sell off after earnings are released. I believe new accounting of diluted earnings will take CSCO just below estimates and a warning for next quarter will do them in for the short term IMHO.

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