Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Cosmo Daisey who wrote (5782)	3/31/1998 12:15:00 PM
From: Roger A. Babb	Read Replies (3) of 18691

Cos, PFE is one of the core holdings in one of my long term accounts. I would not advise shorting it. My play is long PFE/ short ZONA. Likewise long KEA/ short acly and zitl. I am at a total loss to explain the Internet and computer stocks. Obviously they have some value more than earnings expectations. My long term counters to these shorts is IBM and MSFT. Obviously I am underwater on these spreads.

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