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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 (2081)	2/2/1998 8:35:00 AM
From: Bob Trocchi	Respond to of 18691

Re: MSFT, YHOO, AOL, XCIT, LYCOS The following article is worth reading in relation to the potential competitive impact that can have on YHOO and AOL as well as the other search engines such as XCIT and LYCOS. I know that MAFT has failed a few times in competing with AOL but one thing you can say about MSFT, they have the spirit and money to keep on trying. >>Microsoft building new home page By Janet Kornblum February 1, 1998, 3:45 p.m. PT<< news.com Bob T.

To: Roger A. Babb who wrote (2081)	2/2/1998 9:09:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 18691

Don't rethink ETEC just yet. Indicated down 11 1/2 on news of subassembly manufacturing problems. Well done.

To: Roger A. Babb who wrote (2081)	2/2/1998 10:40:00 AM
From: space cadet	Read Replies (2) \| Respond to of 18691

Well I predicted some time ago that we would hit 10,000 and then have a massive pullback to the 8000's before going up again. I would guess we will end the year up between 12-25%. Clearly we are in the midst of a ferocious bull market rally. Traditionally I believe Feb is a tough month for hi-tech but perhaps this year will be the exception. I would be surprised if we don't get some sort of pullback in Feb. However, I have been saying for some time that apr will be the best time to be short as earnings will come in and many companies will not meet expectations due to asia. I hope to be short then but not before unless there is some great reason to short as in esmc or some similar can't miss short. The trend is your friend and the trend is strongly up. I know in the past whenever I've fought the trend I've gotten absolutely killed and I have no intention of fighting the trend this year. I have gotten a little wiser for an old dog...

To: Roger A. Babb who wrote (2081)	2/2/1998 10:48:00 PM
From: larry	Read Replies (2) \| Respond to of 18691

Roger, I have been reading your posts for sometime and although I am a die-hard long, I find your opinion interesting. I agree that it's a good strategy to find an overvalued company to short to make $$, however, isn't it easier to find a good company to long? You make less than 100% with short, but might make much much more with long. I mean, the upside in not limited, while the downside is ceratinly limited, which makes short play much more dangerous than longs. Warren Buffet never shorts a stock in his whole life and yet he made hell of money from the market. Watching YHOO! and AMZN shorts losing big $$$ and going bankrupcy is no fun. Maybe finall the shorts will win, but how many shorts have to sacrifice before they have a chance to win? good luck, larry