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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (7093)4/16/1998 5:52:00 PM
From: Ploni  Read Replies (3) of 18691
 
Any idea where the tulip mania will next strike? I'd like to get in on the long side, closer to the start of a mania, rather than risk going long in a well-matured mania, or trying to "guess the top" by shorting or buying puts.

I think there was a Y2K mania that I missed. Is it over, or just taking a breather?

What do you think of Y2K in general? Do you think it's a legitimate concern, or significantly overblown? Are there any companies in Y2K that you like, perhaps ones who supply programmers?
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