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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Peter V who wrote (10440)6/23/1998 2:29:00 PM
From: larry  Read Replies (3) of 18691
 
AMZN and YHOO! might well hit 100 and 200 respectively in the near future. The valuation is really to high for me to trade in the long side, while I won't trade in the short side either.

The best news for me is that MSFT, CSCO, LU and DELL are all READY to make a run for another 20-30% gain. These comprise of more than 80% of my current holdings. Also to my surprise, my only small and mid cap holdings (IDTC and GIFI) are also showing signs of a summer rally.

good luck to all those internet issue shorters,

larry!
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