Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (11438)	7/14/1998 3:16:00 PM
From: Marconi	Read Replies (2) of 18691

Hello Mr. Babb: I understand your reasoning about Dell. Displacement strikes me as the stickier quasi-growth factor, rather than a rising tide effect. Not to echo strongly one way or the other, but it has been an impression to me you do seem to be early on your timing. I confess I have not been successful discovering a more appropriate lag to positions you advocate, which we both hold. If ever something does occur to me, I will share it with you. And if there is nothing better, is that not a backdoor confession the timing may rank in the best?? Highest regards, m

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