Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: larry who wrote (13759)	9/14/1998 3:18:00 PM
From: space cadet	Read Replies (1) of 18691

Hey larry! Except for a few puts that I was up a lot on and let mainly get away I haven't done anything since I went to all cash a month or so ago. Been kind of crazy with my move and everything, but like you I am now all set up again and ready to make some moolah. Of course, I understand your newfound conservatism. I may get that way also when I add one more zero to my stock balance. All your picks look excellent except for sunw, asnd, and dis. Sunw has been in a trading range for a couple of years. Do you think it will break out? Asnd seems kind of risky, but I haven't followed them in ages so maybe they've settled down. I don't follow dis but long term the TV audience will continue disappearing into the internet, though I see nbc getting hit the worst right now without Seinfeld and football. I do want to catch the dell gravy train this quarter so I will pray for some kind of pullback. If this was Nov 1 then I would say we would head straight up to 10K but I still am praying for one last sizable pullback in Oct so that the latecomers like myself can get onboard before the train leaves for good. MD has already telegraphed that earnings will be great yet again-what a surprise! I still don't know what will happen long term to the internet stocks. Let's stay in close contact. If the next earnings season is half as profitable as last earning season was you and I can both retire after it's over. Maybe it's too much to expect the market to come down once again right before earnings season to make our calls even more ridiculously profitable. But hey you can always hope <'>:).

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