Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: tcarnes who wrote (8942)	5/19/1998 8:43:00 AM
From: Pancho Villa	Read Replies (2) of 18691

tj: i shorted CDRD, but I am aware this is a dangerous stock right now. I didn't short much so I can afford to wait this puppy go back where it belongs. It is amazing how the stock goes up on these deals with content providers which mean absolutely nothing in terms of the viability of the business idea/technology. pancho On MOT: I don't follow it. Heard lot's of bad things about it though. Our friend Cramer used to hate it with a passion. IMO anything with Asia exposure is a short not a long these days as money managers start to seek shelter again in stocks like BFT, drugs, etc.

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