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

To: Mama Bear who wrote (7206)	4/17/1998 1:07:00 AM
From: larry	Respond to of 18691

Barb, I know that Amerindo was performing badly last year (great in previous years) and certainly AVNT is not helping them. And ASND was giving them headache (again!) last year. The rumor on the street is that the shorters initiated the position also hoping that they will force margin calls on Amerindo. But I have tracked their performance this year and they have done much much much better in the last 3 months since the bull market rally. The margin call issue is out of the question. Cramer is rumored to be the center of YURI short. Based on the facts that Uncle went directly against Amerindo several times this year, it's not that a wild guess that Uncle is also in. Given that the friendship between Cramer and Herbert, Herbert and Uncle, Uncle and Amerindo, the longs have connected the dots themselves. The question right now is that Cramer, papa, and assumedly uncle were mainly against Amerindo two months ago, however, they are currently lining up also against the likes of ML, MS, BTAB, and, GSCO (Hi, Cramer, welcome back to GSCO!), who obviously smells blood and are in for a nice squeeze. Even if the former three are smart and keen, the big difference of the strength on two sides are not boding well for the shorters. The biggest blows to the shorters might be that the issues that the shorters smartly questioned have become basically nonsense. Well, certainly you have known much more about uncle than I do since I rarely rarely short issues. I did read all of uncle's reports on his websites. I pay high respect to uncle but couldnot help but amused by his report on KO. It's indeed nice to hear that uncle's fund went up more than 100% last year. good luck and happy trading! larry