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

To: Bald Man from Mars who wrote (6989)	4/15/1998 3:38:00 AM
From: FIFO_kid2	Respond to of 18691

Hi cuz. I second the motion however my time frame is 2-6 weeks. I am trying to find strength in my individual issues holding long as an opportunity to dump them. I need ideas to short but this year I don't have a clue. I was thinking VTSS is a good LT short candidate since I have read that Gallium Arsenide chips are to be replaced soon with ones based with germanium which perform as well and are 10 x cheaper than Ga-As. After seeing VTSS quarterly report I see there is no evidence of competition yet but rather very strong growth. My lone short last year was GUMM Gummtech and it was a good move. It appeared that GUMM's financials were cooked. Please submit some ideas because I am anticipating another shakeout. In the meantime, I am going to daytrade some call options I believe will be up this morning. The firm is a sympathy play to TER's results.