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

To: Rev Paris Green who wrote (5452)	3/24/1998 4:48:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 18691

You guys are counting your chickens before they hatch. COMS is not dead yet. Everyone expected COMS to miss the estimates. No one should really be surprised. Don't underestimate this market.

To: Rev Paris Green who wrote (5452)	3/24/1998 4:55:00 PM
From: Lazlo Pierce	Read Replies (1) \| Respond to of 18691

<<Any thoughts that this might be a real kick to the bull.>> ******************* Rev, you gotta be kidding. If Intel, CPQ, MOT, QNTM, et al can't take this market down COMS ain't. Mark my words, it will not go lower than today's opening price, and then it will rally. The market is insane now. It doesn't matter what is happening, bad #s mean things HAVE to get better (don't they?), even better buy mindlessly any internet co., that doesn't have to have earnings for years. And if you are a household brand, buy even more (i.e. KO,G) Dave

To: Rev Paris Green who wrote (5452)	3/24/1998 4:58:00 PM
From: Brian Fraser	Read Replies (1) \| Respond to of 18691

Just what the networkers needed! Let's hope the 3COM earnings shortfall fuels a rally just like QNTM's did for the hard drives stocks, up 10-20% today!! I love this market. Bad news is now better than good news.

To: Rev Paris Green who wrote (5452)	3/24/1998 8:07:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 18691

What threads are you reading? COMS will be up tomorrow. They were able to put a positive spin on the CC, and what the fund managers wanted to hear.

To: Rev Paris Green who wrote (5452)	3/24/1998 9:23:00 PM
From: larry	Read Replies (1) \| Respond to of 18691

MSFT's pre-annoucement is far more important to the tech sector than COMS' bad report. Actually doesn't everyone expect COMS to disappoint street? However, since they were able to put up a very positive spin on the CC. And combine this with the market's generous attitude toward bad news (missing Q means it will have better room for upside potential next Q etc), COMS will rally past 40 in the near term...Unless we hear MSFT miss quarters, Titanic will not sink. Hey, it just garnered 11 Oscars last night and continue to set box-office highs.:) larry