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Strategies & Market Trends : Roger's 1998 Short Picks

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To: BelowTheCrowd who wrote (15281)11/10/1998 6:01:00 PM
From: Bill Wexler  Read Replies (1) of 18691
 
Ouch! Looks like the market is headed higher!

I may have to increase my INTC again, as well as buying a lot more AMAT.

Still way too early to short anything folks!

The only thing I regret doing is not going massively long the internuts. I was certain there would be a supply/demand imbalance in equities coming off the Sep. and Oct. lows - and the internet is where you have the most demand and least supply. Unfortunately, I prefer to buy growth at a discount and sleep well at night.

Oh well - you can't kiss all the girls!
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