Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Roger A. Babb who wrote (4107)	3/5/1998 8:51:00 AM
From: Pancho Villa	Respond to of 18691

Roger I just remembered VTCH (the Brazilian PC manufacturer) trading at 17+ up yesterday! leveraged to the gills in Brazil were rates can only go up, currency down, and CPQ 1000 machines coming in! I will short if I find any shares! Pancho PS: I get a kick out of all the "long AOL [and everything else] all the way" money managers deceiving people on TV so that they can get out before others! "S&P back to 1000 within 6 months, weakness limited to tech, buy Kmart at these prices...etc etc etc.

To: Roger A. Babb who wrote (4107)	3/5/1998 8:52:00 AM
From: RealMuLan	Respond to of 18691

Just a minute ago, on CNBC, two analysts still very bullish and said going to buy INTC on dip.

To: Roger A. Babb who wrote (4107)	3/5/1998 9:31:00 AM
From: Oeconomicus	Read Replies (2) \| Respond to of 18691

Roger, in response to your request for suggestions of one, big, liquid stock to short, consider this - MSFT. Washington Post says the feds are likely going to try to block release of Windows 98. Gates didn't score any big points in Congress the other day IMO. And it's trading at a most reasonable (lol) PE of 56. There was some other reason, but I forget - oh yeah, Smith Barney cut 20% off 1999 INTC eps estimates, suggesting perhaps a general slowdown in the computer biz. How could the other half of "Wintel" avoid taking a hit? Actually, throw a dart. What won't be down? Bob