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Strategies & Market Trends : Roger's 1998 Short Picks
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To: craig crawford who wrote (10773)7/1/1998 12:37:00 PM
From: larry  Read Replies (1) of 18691
 
Craig,

I have my own discipline and I won't invest in internet issues unless they show me the $ first. However, that does not prevent any of the internet studs making new highs. I still believe that AMZN shorters will keep getting screwed for at least half a year, maybe much longer. As to YHOO! and AOL shorters, they basically have no chance to win.

I also think that the relative weakness in DELL has to do with the huge amount of short interest... The short interest in Michael has increased 24% this past month. However, it seems to me that 99% of the DELL shorters have not made a penny yet and when the issue break out, they will definitely cover in a hurry. This will send DELL up 10 points in a hurry. DELL shorters were consistently screwed in the past, and there is no reason to believe that they won't be in the receiving end this time.

I closed my MSFT July call positions and bought more DELL at low. Right now, DELL has surpassed MSFT as my #1 holding.

good luck,
larry!
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