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

To: TATRADER who wrote (155)	1/5/1998 1:18:00 PM
From: vegetarian	Read Replies (2) \| Respond to of 18691

MOT and XLNX are looking good for shorts. Both of them missed thier last Q and expectation from them is higher (much higher for Mot 69c) this Q; both have a significant exposure in SE Asia. SNUS is behaving quite well (failed at its neckline), I will short it probably tomorrow based on today's close since the downside is about 10-11 points.

To: TATRADER who wrote (155)	1/5/1998 1:56:00 PM
From: Dan Lisman	Read Replies (2) \| Respond to of 18691

I covered EGRP & ENCD. Still short CNC. Dan

To: TATRADER who wrote (155)	1/5/1998 5:16:00 PM
From: Michael Berkel	Read Replies (1) \| Respond to of 18691

Mark, what is your short term target for LSCC? For a company with a revenue run-rate of one-quarter of a billion dollars 35 million revenue loss is not the end of the world. South Korea makes up 5% of LSCC's sales and L. said there is no credit risk involved in the Korean distributor's failure. Did you study LSCC and do you know in what market niche they operate? Any margin pressure or other down-risk worth mentioning here? I am unfamilar with the company, apart from what I have read in the press clippings which doesn't give such a gloomy picture, for what it's worth. CPQ is still holding well. Wonder when that will be trading in the reverse direction. Thanks, Michael B.