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


To: Pancho Villa who wrote (6091)4/3/1998 3:07:00 PM
From: CalculatedRisk  Read Replies (1) | Respond to of 18691
 
Pancho, TAVA. I'm not short yet ... still digging ... but it looks great so far!

The real Y2K gold will be from KEA, IMRS, CHRZ, MAST, etc ... the real players. For these companies we need to be patient.

I'm still tracking revenue for a basket of Y2K stocks ... trying to predict when revenues will peak. VIAS' announcement today is a good clue that we are getting close; I'm still guessing Q3 will be the time to short Y2K hard.
Regards, Bill



To: Pancho Villa who wrote (6091)4/3/1998 3:07:00 PM
From: Kip518  Read Replies (1) | Respond to of 18691
 
Fidelity electronic trading went down for 20 minutes this morning just after Dow passed 9000. That's got to give folks shivers!

thestreet.com

Pancho, I'm short ZITL and long TAVA. Not the same story. Kip