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

To: Glenn Norman who wrote (4314)	3/6/1998 9:10:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

Norman, I take your point but don't forget that HK is now part of China. IMO there are economic problems with HK that have nothing to do with China politics. I agree with your big picture for China but I am sorry to tell you that IMO it is not as around the corner as you may think. Pancho

To: Glenn Norman who wrote (4314)	6/11/1998 9:47:00 AM
From: Glenn Norman	Read Replies (2) \| Respond to of 18691

Yo_Bubbas (means Brotherhood & Affection)...........................CNBC noted that CSCO announced a poison pill package this morning. I have found that when the directors of a company go to this means to save their jobs, it usually means they know that something bad (lower earnings, lost major revenue source, etc.) is about to happen........any one think this might signal a down turn in CSCO stock and a good short opportunity? Salude Amigos - Norman!