Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Mama Bear who wrote (14574)	10/11/1998 8:01:00 PM
From: put2rich	Read Replies (1) of 18691

Barbara, how is your assessment of the market trend? Frankly I have much more longs than shorts now, but I am afraid that we see more downtrend at least in a long term. I just met a guy who is a SAP contractor, and told me that SAP will hurt PSFT since SAP has new Human Resource module or some like that (already in the news last week that why PSFT dropped). The need for PSFT consultants to implement the software is still large but I don't know those future sales (the need of y2k fix did increase psft sales but after this urgent need I don't know what happens nor about the SAP real strength/competition). But thanks for clarifying and I might be in PSFT for short term gain. BTW I got some shares of MANU and not pleasant, my ave. cost of manu is 16+ or some. Good luck

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