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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 (4190)	3/5/1998 5:57:00 PM
From: craig crawford	Read Replies (2) \| Respond to of 18691

<< Thanks Bob, I shorted MSFT, CTXS, DELL, ETEC, ZITL today. A bit behind on ZITL, others OK. >> What, no COMS? They just announced the SEC made them restate earnings. FIBR missed earnings by 9 cents if the 11 cent estimate the people on the thread mentioned was accurate. Their sales were down 17% year over year. 0.02 vs. 0.11 last year

To: Roger A. Babb who wrote (4190)	3/5/1998 7:34:00 PM
From: Peter V	Read Replies (2) \| Respond to of 18691

I'm surprised you shorted more CTXS when you have gone from 76 to 39, and your target is 30, and some of these others have a long way to go before your targets. How much downside do you think is left in CTXS? If you had to pick a single short right now, what would it be? (for discussion purposes only, I am not soliciting advice) I'm contemplating ZITL or ZONA, having just covered AVNT.

To: Roger A. Babb who wrote (4190)	3/5/1998 9:26:00 PM
From: Timoteo	Read Replies (1) \| Respond to of 18691

Roger- I think you are well positioned with your shorts for tomorrow. I'm guessing unemployment numbers will be lower than expectations. That along with MOT will shake the bull a bit more. I never went short and also considered going long Egghead just because of the AMZN mentality. If you can't beat them, join them:) Timoteo