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

To: Roger A. Babb who wrote (1374)	1/23/1998 4:53:00 PM
From: Joe Stocks	Read Replies (2) \| Respond to of 18691

Motley Fool wrote this...... >>>Finally, many companies issue lots of stock options to their employees but have essentially been hiding the impact of these options on earnings by reporting just primary EPS. A study conducted by Bear Stearns showed that Dell Computer (Nasdaq: DELL), for example, would have reported $1.99 per share in basic earnings for the first nine months of FY97 while diluted earnings would have been 9% less at $1.81 per share since options and other securities would have added 30 million shares to the 334 million shares outstanding. So what the new rules do is make it easier for an investor to compare the basic with diluted earnings and get at least some sense of what stock options actually cost a shareholder. <<<<< Does this mean that Dell may have a hard time meeting estimates this next quarter? Since DELL is at the top of their recent trading range could this be a good short candidate? Thanks, Joe

To: Roger A. Babb who wrote (1374)	1/23/1998 5:05:00 PM
From: Eric Klein	Read Replies (2) \| Respond to of 18691

Roger, If Clinton gets into really hot water then I agree it could affect the market. I'm just tired of the spectacle of "journalists" chasing after such a sleazy story and reporting it with such a mixture of titillation and hypocrisy. I think that you're exactly right about it turning into an OJ type spectacle. News people just love this type of garbage. Meanwhile Indonesia (the fourth most populous nation on Earth) is undergoing a seemingly complete and catastrophic economic collapse. I think that there's a good chance Indonesia will descend into widespread social and political chaos (it's already in economic chaos) in the near future (like 2 weeks). Not much media coverage on that particular issue.

To: Roger A. Babb who wrote (1374)	1/23/1998 6:46:00 PM
From: Momo Dog	Respond to of 18691

Roger, I think that the poltical situation is germain, as you do. The present environment creates uncertainty and markets loathe that. Not that this is Watergate in all its ramifications, but during Watergate, if memory serves, the markets didn't do too well. If a president is seen as incapable of governing and carrying out the mormal course of his duties, I would wager that is a bad sign for the markets, worse for those stocks that might be pereceived as too richly priced.