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

To: clochard who wrote (4278)	3/6/1998 11:30:00 PM
From: Pancho Villa	Respond to of 18691

No one understand today's market action: a reasonable explanation from money managers in cash through December and jumping in now is that if you combine the INTC and MOT warnings with the strong jobs report you get again that perfect and delicate balance of moderate growth and low inflation. Come on, what is the chance of this happening. Come on, how far can technology and reengineering take the US economy we are sounding like Japan in 1990. Pancho