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 (15226)	11/9/1998 5:08:00 PM
From: Lizzie Tudor	Read Replies (1) of 18691

Roger, what do you think about shorting Sap or the enterprise software companies? There is a negative article in Barrons this week regarding the traditional ERPs. I shorted Sap successfully twice last month and the third time I covered with a small loss because I didnt want to get hit with the Santa Claus rally, good thing that. I know you know a little about enterprise software because of first wave. Michelle

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