Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pancho Villa who wrote (8047)	12/9/1997 8:05:00 AM
From: Pancho Villa	Respond to of 9285

TO ALL: From street.com Intersteing look at the box makers. I think the shorts of CPQ, DELL etc. will have their day! A taste and the link: thestreet.com Wrong! Tactics and Strategies: Cramer on the Real Troubles in Tech Land By James J. Cramer 12/8/97 8:05 PM ET All right, I am coming out of the closet. I'm tired of saying "don't worry about it." I don't like the looks of the personal computer market here. That doesn't mean I despise tech. It doesn't mean I think tech is never coming back. It doesn't mean you should short everything. But I am sitting here watching Oracle and Applied Magnetics be blown to kingdom come and I get that awful feeling that you aren't going to make a ton of money owning any part of anything that goes into a personal computer. Also: an intersting post on the subject. techstocks.com Pancho