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


To: Jon Tara who wrote (6635)11/7/1997 11:47:00 PM
From: Dale Baker  Read Replies (1) | Respond to of 9285
 
Which semi equipment companies would you focus on, Jon?



To: Jon Tara who wrote (6635)11/10/1997 11:44:00 AM
From: ItsAllCyclical  Respond to of 9285
 
Jon, I haven't followed your individual picks that closely, but I've noticed you've been pretty accurate on the overall market. I tend to agree with you, but I still think the long term fundamentals look good so rather than going cash and shorting I'm just shorting and keeping my long positions.

Jim