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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Timoteo who wrote (146)1/5/1998 8:42:00 AM
From: Dale Baker  Read Replies (2) | Respond to of 18691
 
We'll see first how NSCP fares and second if the impact spreads to the search engines and on-line retailers. Qualitatively they are different animals - on-line versus enterprise software - but Joe Public may not grasp that, nor may some analysts.

Should be an interesting day. I'll wait for the NASDAQ to reverse before trying MANU.

Anyone like SUNW for a short-term long play?



To: Timoteo who wrote (146)1/5/1998 8:59:00 AM
From: Dale Baker  Respond to of 18691
 
Looks like all the search engines plus AMZN are indicated to open down. No one ever went broke underestimating the intelligence of the American public, especially institutional traders.


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