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Strategies & Market Trends : Roger's 1998 Short Picks

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To: space cadet who wrote (16613)1/6/1999 5:35:00 PM
From: larry  Read Replies (1) of 18691
 
Mark,

Congratulations on your DELL calls. Deserve the $$$$. This issue should run toward 90 by the mid of Feb. The market is overvalued by so much that DELL has become a value play.

CMGI has just hit the target I set several weeks ago, that is, a double. Still more room to go, 200 within weeks, but also super volatile.

I am in AOL in both ways these days. This puppy is consolidating and I am expecting a 2:1 split on 27th when the report earnings.

You might be right that we stop at 11 k but I think that the crash will send this thing back under 10 k. And how funny it is that high flyers under 100 has become dirty cheap right now.

enjoy,
larry!
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