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

To: Druss who wrote (6380)	4/6/1998 8:38:00 PM
From: David Lawrence	Respond to of 18691

Druss, I took a position in June calls recently, after exiting my long position a couple of months back (mistake, but still a big winner). Was waiting for some news of a buyout, maybe Dell. Had some alliance news today on DGN-DELL, but that was all. I don't see it as a big deal, in and of its self. Regards, David

To: Druss who wrote (6380)	4/6/1998 9:28:00 PM
From: Tom Hua	Read Replies (2) \| Respond to of 18691

Druss, MOT just announced earnings. Of course it had warned of a poor Q1 last month. What's new tonight is the negative outlook for the next couple of quarters. MOT traded down 4 in afterhours. Well, perhaps reality is beginning to set in. Regards, Tom Excerpt from MOT earnings release: Christopher Galvin, chief executive officer, said, ''The first- quarter results were greatly affected by the worldwide impact of Asian deflationary currency-influenced price competition, lower Asian consumer confidence than a year ago and unfavorable shifts in product mix. These conditions may continue for several more quarters. Second-quarter sales are expected to be below those of a year ago. Second quarter earnings are expected to be well below current investment community expectations and could be equal to or less than 1998 first-quarter earnings, excluding special items.''