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

To: bazan who wrote (3624)	2/26/1998 12:46:00 PM
From: Eric Klein	Respond to of 18691

Miguel, BEAS: I agree with you that this is not a good time to short BEAS. The chart is very strong, and as you say earnings are due soon (do you know the exact date?). All I'm saying is that they look vulnerable in the (not too distant) future. IMO There are several red flags, not least their very high valuation, upcoming competition from MSFT, new big fancy headquarters, obscure niche software for a niche that may not even exist in 3-5 years. Thanks for your feedback, it is appreciated!