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Strategies & Market Trends : Roger's 1998 Short Picks
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To: nimingdn who wrote (9373)5/31/1998 12:33:00 PM
From: larry  Read Replies (1) of 18691
 
Nimingdn,

The reason I say INTC belongs to the past is that I don't see it as a high growth issue in the near to mid-term future. MSFT, DELL and LU has the potential to double from its current level in two years, but not INTC. AOL and YHOO! probably have the greatest potential to dramatically increase their market cap in the mid to long term.

Actually in my last response to you, I forgot to mention YURI. I rode the issue from 20 to mid-30s from late March to late April. It has been taken over by LU for 35. It was heavily shorted by non-believers in the low 20s and those guys paid big and learned a lesson.

good luck,
larry!
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