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Strategies & Market Trends : Roger's 1998 Short Picks

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To: GuitarMan who wrote (5790)3/31/1998 1:59:00 PM
From: Ed Zhao  Read Replies (1) of 18691
 
Just added to my KEA short.

1. It was recently in several of "best performer" list including the one in WSJ. While its growth in early 90's is undeniable, the growth slowed in mid 90s, until this y2k thing came along. If we took away the five fold increase in the stock price related to y2k hype, it's past performance is not terribly impressive.

2. It will be added to mid cap 400, effective market close today.

3. It's a one billion company followed by 16 analysts with seven strong buys and seven buys rating. Enough room for disappointment.

XZ
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