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

To: Ploni who wrote (4051)	3/4/1998 8:00:00 PM
From: Lazlo Pierce	Read Replies (2) \| Respond to of 18691

Charles are you serious? <<I wouldn't be surprised if INTC opened down only a couple of points.>> ***************************** The new Q est is ~ .70 -.74 down from .93, and uncertainty for Q2 as well, just 6 weeks ago Intel was at 75, with these lower estimates, uncertainty, lower Gross Margins, and the recent runup in the stock, we'll at least see 75 at some point tomorrow. JMHO. Dave

To: Ploni who wrote (4051)	3/4/1998 9:25:00 PM
From: Pancho Villa	Respond to of 18691

>>Are people covering at the open or waiting till Fridays job report?<< I can tell you what I will do. I will do nothing. I will not cover a single short tomorrow and I will not buy a single long. I will stick to my beliefs about Asia, the possibility of inflation the ridiculous valuations and the fact that the internet craze is a tulip fever. The internet has been hot for some time now. Sure the growth may accelerate but still the only proven way to make money from it is selling hardware (of course companies use it for support and DELL does sell a few boxes through it). Pancho