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

To: Tom Markowski who wrote (6665)	11/9/1997 12:53:00 AM
From: Pancho Villa	Respond to of 9285

Tom: >>Two of the so called experts in the Barron's column have shown terrible performance for the year. Their advice is suspect. << Thanks! I suspect advice even if it comes from someone with a better record. I suspect even Lynch. In a prevouos round one of these guys or all three said WCOM they would not touch with a 100 foot pole. I bought at 19 and still holding... In particular, I belive their short ideas don't even come close to those of the experts at Rogers. In such type of article you may find one good [long] idea among many stocks mentioned. And of course the guys are almost always "sitting big" on their picks. They will never tell you what they are buying Monday [Monday is my favorite buy day of the week] Everyone scared shitless from all the negative press they read over the weekend. Regards Pancho

To: Tom Markowski who wrote (6665)	11/9/1997 11:47:00 AM
From: Kondor	Read Replies (1) \| Respond to of 9285

Amen to your doubts about the judgement of Barron's tech experts. One of them, Force, said, that HTCH is his favorite short sale candidate. For a short window of time, he may be right, but his premise I do not understand. No one that I can find understands what Force refers to in speaking of a technology that "displaces" what HTCH produces. A competitive product, perhaps, but the disk drive industry does not have a substitute for heads or their incorporated suspension assemblies. A HTCH short might work for the next six months. But this is a company that could begin to make a lot of money once again next year if its new product gains acceptance in the DD industry. Force is confused.