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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 (2106)	2/2/1998 1:00:00 PM
From: vegetarian	Read Replies (3) \| Respond to of 18691

Love that logic Roger; for the bulls it seems like Christmas in February. The rabid bullishness seems scary, any news is now interpreted as a good one. For me, "No New long Positions". Message 3321165

To: Roger A. Babb who wrote (2106)	2/2/1998 1:40:00 PM
From: NYBellBoy	Read Replies (1) \| Respond to of 18691

Roger & all -- Spoke to my old assistant. She is now a purchasing manager for a Korean exporting firm in NJ. She said orders were good up to 3 months ago, now orders are trickling in. There were no orders over the weekend and none this AM. She is looking for a job fast. The Dow is skyrocketing and other economies are really sick. :) BellBoy

To: Roger A. Babb who wrote (2106)	2/2/1998 2:02:00 PM
From: Broken_Clock	Respond to of 18691

Roger, Thank you.I thought I was going crazy.SLB missed by 1 cent.Still set all time record earnings(!).Stock dropped $9. ETEC is going down the toilet and it's BULLISH? I don't think it's new math on Wall Street...it's just more powerful drugs! Dave

To: Roger A. Babb who wrote (2106)	2/2/1998 7:05:00 PM
From: CalculatedRisk	Read Replies (1) \| Respond to of 18691

Roger, re:ETEC. (Since I brought this to your attention - i.e. King leaving) 1) ETEC systems are large ($8 Million per system) 2) ETEC has had this problem twice before (one system slipping into the following quarter). 3) Both times they pre-announced and caught up the next quarter. With this history, the analysts following ETEC look through this problem. Actually this announcement is pretty positive. No Asian cancellations and ETEC is still "on plan" for the year. Regards, Bill