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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Roger A. Babb who wrote (16521)1/4/1999 7:03:00 PM
From: larry  Read Replies (1) of 18691
 
This will again prove to be a horrible short list for 99, although the loss might not be four digits.

MSFT, CSCO, although overvalued, are sector leaders with bright future. Short, no no. I can never understand AMZN, but this is a monster, and I don't expect the issue to finish 99 in negative return.
ATHM, like other posts mentioned, has a great technique...just like RMBS, stock overvalued, but the technique is there. I would rather short pure crappy issues.

I am surprised that DELL & AOL are absent from the list. I am long all these issues currently with the exception of AMZN & YHOO!.

larry!
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