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

To: CalculatedRisk who wrote (4756)3/11/1998 3:19:00 PM
From: Pancho Villa  Read Replies (1) | Respond to of 18691
 
>My prediction that '98 will be the peak year for Y2K revenue is still looking good. The time to short Y2K hard is fast approaching ... probably late summer.<

I continue short ACLY, ALYD, ZITL, covered SEEC, DDIM, ZMAX all at a nice profit and expect to do just the same with the rest!

Pancho



To: CalculatedRisk who wrote (4756)3/12/1998 6:11:00 AM
From: Mr Logic  Read Replies (1) | Respond to of 18691
 
Bill, you are right it is probably a little early to be short Y2K stocks. But there are some (e.g. ACLY, IMO) where there is a real chance of early profits if short. I will almost certainly add to my ACLY short before next earnings and have two other y2k's lined up ready to go short when the timing seems right.
P.


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