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

To: Pancho Villa who wrote (6775)	4/11/1998 9:48:00 PM
From: Russ 5150	Read Replies (1) \| Respond to of 18691

Everybody, Has this one been brought up? CMG Information Services (SMGI). Talk about an internet play! Good article at the street(blah,blah,blah)called "Yahoo! Isn't the hottest internet stock anymore". Fundamentally probably a short, but I bet it zooms $100, if the internet floor does not give way first. By no means am I suggesting to short or go long this stock. But I may buy a little, why not? Opinions? Russ

To: Pancho Villa who wrote (6775)	4/11/1998 11:15:00 PM
From: Joey Two-Cents	Read Replies (2) \| Respond to of 18691

Pancho, a few months ago Barrons had an article about CNC by an analyst, Ray Dirks. Mr Dirks issued a strong sell (dubious accounting)and said the stock is worth $1. Mr Dirks was owed money from Conseco on consulting work, so I don't know how much smoke he was blowing. Now I see they bought Greentree and their stock dropped $6 on the news. Does anyone have an opinon on this stock. I know there was a lot of insider buying last year, but last week an insider started selling. Chronology of the Asian crisis: stern.nyu.edu Fed keeps increasing Money Supply: businessweek.com IMF trying to fix problems they caused: inman.com