Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (4107)	3/5/1998 9:31:00 AM
From: Oeconomicus	Read Replies (2) of 18691

Roger, in response to your request for suggestions of one, big, liquid stock to short, consider this - MSFT. Washington Post says the feds are likely going to try to block release of Windows 98. Gates didn't score any big points in Congress the other day IMO. And it's trading at a most reasonable (lol) PE of 56. There was some other reason, but I forget - oh yeah, Smith Barney cut 20% off 1999 INTC eps estimates, suggesting perhaps a general slowdown in the computer biz. How could the other half of "Wintel" avoid taking a hit? Actually, throw a dart. What won't be down? Bob

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