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

To: Dale Baker who wrote (8087)12/10/1997 11:48:00 AM
From: Tom Markowski  Respond to of 9285
 
Complete Technology Breakdown. MSFT warns of slowing Asia growth. Shorted Dell, VRTS, CYBR and more this morning. This will be a case of Fund Managers running for cover. Save their YTD returns..they have no concern for Tax consequences.

Tom



To: Dale Baker who wrote (8087)12/10/1997 10:05:00 PM
From: Pancho Villa  Respond to of 9285
 
DB>>Notes that this slowdown could put its '98 Intel earnings estimate in jeopardy.... <<

A couple months ago I dared saying in the INTC thread that IMO INTC was going to see 65 before 100 and Paul Engel the only reason I did not bleed to death is because electronic stabbs thank good are harmless.

Pancho


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