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

To: tcarnes who wrote (8671)	12/19/1997 11:59:00 PM
From: Dale Baker	Read Replies (2) \| Respond to of 9285

For anyone - opinions on SEBL and MU yesterday. Both went berserk in the last hour of trading, leaving me deep underwater with short positions. Was this options expiration trading, a short squeeze or both? Do jumps like this tend to hold or should they retrace Monday? Really confused here. Thanks.

To: tcarnes who wrote (8671)	12/21/1997 12:08:00 PM
From: Timoteo	Read Replies (1) \| Respond to of 9285

tcarnes: CIEN: I think CIEN is a good company but with the volatility in the market I believe it is a good hedge. CIEN has has a big run this year and with the share unlock, there are holders nervous about locking in profits. Most individuals would preferto wait until Jan for tax purposes. I have always been bearish on AOL and YHOO from a valuation standpoint. I'm confident neither will ever make enough money to justify their valuations but have been reluctant to short because of bullish market psychology. I believe the psychology is changing and these compnies would be ripe for a fall. Timoteo