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

To: Pancho Villa who wrote (6517)	11/5/1997 5:13:00 PM
From: CalculatedRisk	Read Replies (3) \| Respond to of 9285

Pancho, RE: ACLY - excellent price! It looks like the sector is starting to collapse - ZITL, VIAS, DDIM, etc. RE: Diversification. There are exceptions to every rule and so much depends on your personal situation. Random thoughts: Any investment position needs to pass the "sleep at night" test. Please don't call me an "expert", that is the kiss of death - and every investment, especially short, terrifies me! But, I do sleep well <G>. Y2K is a special situation - over-hyped with a clear deadline. We shouldn't start thinking we are "short selling experts" because of this opportunity. Best Regards, Bill