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

To: MJR who wrote (1877)	1/29/1998 12:43:00 PM
From: put2rich	Read Replies (1) \| Respond to of 18691

To All, ITWO was in a classic squeeze this morning? Too bad out of fund to short more at 55. Also how you think about the market in general, a late January effect which are dangerous for shorters now?

To: MJR who wrote (1877)	1/29/1998 3:19:00 PM
From: Dale Baker	Respond to of 18691

Would you like a list of stocks with 2-year loss projections which trade far above those with real earnings? It's a long list. Here's a reach. LOR is a major investor in CDRD and is building CDRD's satellite on credit. Could be some falling dominoes, just a WAG. I'm out of CDRD for the moment but will take a renewed interest. IAIC may have topped out today. Couldn't hold over 20. 20% dilution coming March 1.

To: MJR who wrote (1877)	1/29/1998 3:20:00 PM
From: Alec Epting	Read Replies (1) \| Respond to of 18691

I'm not defending EGGS, but Internet stocks are not valued on profits. ONSL won't have a profit for 2 years, yet look at where it is today. Be careful.

To: MJR who wrote (1877)	1/30/1998 1:52:00 PM
From: NYBellBoy	Read Replies (1) \| Respond to of 18691

Mike ---Re EGGS < they were the subject of an NPR report this morning. Talked about how the internet sales of software is supposed to be booming.> <Well.. that could explain the strength this morning. My guess is that it will wear off soon though. A 2-year loss projection doesn't look good to anyone no matter what they do!> And when the effects of the weakening economy hit and people start putting money into solid earnings driven companies, Then what? Cracked EGGS!!!!!!!! :) BellBoy Mike