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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Ploni who wrote (3518)2/24/1998 12:42:00 PM
From: Mr Logic  Read Replies (1) of 18691
 
Charles, there are many high flying tech stocks I feel are due for correction - ITWO, SEBL, PSFT among them. The problem is one of timing, which is why I am happier being short than buying puts and watch them expire. A general market correction should affect these, but more likely earnings not quite up to scratch (cf. Oracle misses by a few c and gets hammered). Sometime in 98 I expect to make money on these (not short PSFT yet).
P.
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