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Strategies & Market Trends : Roger's 1998 Short Picks

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To: larry who wrote (9356)5/29/1998 5:17:00 PM
From: Bald Man from Mars  Read Replies (2) of 18691
 
The studs in my portfolio all hit new lows including
ADPT from 21 to 15 down almost 30%
ATML from 21 to 15 down almost 30%
RDRT from 14 to 9 down 30%
It is 80% of my portfolio and it is down 30% or the equivalent
of down 25% of the whole portfolio.
Ouch ...
These dudes look cheap to me, I cannot believe it gets even
cheaper. I expect it will get even cheaper in June with
earnings preannouncement and I think the Asian impact will
be bigger than we thought.

Not a pretty sight, at least the saving grace is I am not
using margin, or else even Viagra will not help ...
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