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

To: Cosmo Daisey who wrote (8955)	12/28/1997 12:12:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 9285

Hi Cosmos, I have shorted INTC, NVLS, WLA all at gains. IMO it takes bigger ones to short co's with real businesses and earnings such as this ones. With YHOO and AOL I will be patient can can afford seeing these puppies doubling once again....Perhaps i will lose on these ones... Only time will tell..... Pancho

To: Cosmo Daisey who wrote (8955)	12/28/1997 1:38:00 PM
From: Mike Harkness	Read Replies (1) \| Respond to of 9285

Cosmo, I only plan to short YHOO for a couple of months. Why do you think we are going to get our clocks cleaned? Are you long? Mike

To: Cosmo Daisey who wrote (8955)	12/28/1997 3:13:00 PM
From: Mama Bear	Read Replies (2) \| Respond to of 9285

Yo Cosmo! If I short Yahoo! Will I also have "big ones"? <G> I surmise that you come by your <<you are gonna get your clocks cleaned>> statement from the technical charts. I agree the momentum is clearly up, and I personally wouldn't maintain a short position in Yahoo! at this time. There is no way to justify Yahoo!'s current valuation on a fundamental level. I do however think that with enough buying power to sustain the position through the coming squeeze a short here or even in the 40s or 50s will eventually pay off with a respectable ROE. The trick of course is not to be squeezed out. Me, I'll wait until the trend is clearly down. I may give up 10 or 15 points, but will be much happier with safer gains. Barb!