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

To: wiley murray who wrote (7504)4/21/1998 4:40:00 PM
From: Don Westermeyer  Read Replies (1) | Respond to of 18691
 
MSFT a short? I'm not too sure, they rarely disappoint.

Even if they did, it may take a couple of quarters to really convince the market of any slow-down in growth (witness any number of other stocks that have rallied on reduced earnings).



To: wiley murray who wrote (7504)4/21/1998 4:41:00 PM
From: Roger A. Babb  Read Replies (2) | Respond to of 18691
 
Wiley, I would not short MSFT. It is likely to go up even if earnings are down in this market.



To: wiley murray who wrote (7504)4/21/1998 5:05:00 PM
From: Bob Trocchi  Read Replies (1) | Respond to of 18691
 
wiley...

I would not short MSFT. Great management, LOTS of cash, good resources, etc., etc., etc.

Now that I have said that, watch it drop.

BTW, I may be biased as I have been long on MSFT for a long time. Messed up badly once when I sold some calls and it just flat ran away from me.

Bob T.


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