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Strategies & Market Trends : Roger's 1998 Short Picks

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To: BelowTheCrowd who wrote (16318)12/21/1998 8:14:00 PM
From: larry   of 18691
 
Michael,

I was expecting that DELL broke out to a new high early this month. I was WRONG! So I rolled out Dec. 60 calls to Jan. 60 calls last Thursday and bought Jan. 65 calls this morning.

DELL is good but after seeing my internet portfolio soaring like that the past 5-6 sessions, I seriously lost some enthusiasm on the likes of DELL, CSCO, MSFT which I currently long. The latter three issues are lagging behind my internet longs badly and I have to wonder...

thanx,
larry!
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