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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Graeme Smith who wrote (6041)	10/23/1997 1:39:00 PM
From: Bearded One	Read Replies (1) \| Respond to of 9285

The one positive side of the Hang Seng drop is that more money is flowing into US Bonds. Higher bond prices make them less attractive compared to owning equities and hence increase the relative value of the US stock market. IMO, bond yields were already extremely unattractive compared to (assumed) stock yields of 20-30% a year. Thus, movement in the bonds won't have any affect on Joe "earning my 30% a year" investor.

To: Graeme Smith who wrote (6041)	10/24/1997 5:17:00 PM
From: CalculatedRisk	Read Replies (1) \| Respond to of 9285

Graeme, IMO, it is now time to short Y2K. I started shorting earlier this week with two regrets: not enough shares and couldn't find any PTUS! The best shorts (IMO) are ZITL, DDIM, ACLY, IAIC followed by VIAS & PTUS. All NASDAQ and marginable - but the floats on ACLY & IAIC are a little small. We may see another cycle of Y2K hype, but I think it is time to start building a position with a one to two year horizon. Here is some PR from a real player, CHRZ. biz.yahoo.com Notice the discussion of the "after Y2K" business ... I hope this indicates analysts are starting to look out a little further and for companies like DDIM, et al. it is not a pretty picture. Best Regards, Bill