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

To: Wowzer who wrote (7508)	4/21/1998 5:13:00 PM
From: Dwight E. Karlsen	Respond to of 18691

This has to hurting GTW and DELL margins IMO. Sure, but that's fundamental analysis. This mkt rally has nothing to do with fundamentals. It's become purely mo-mo action.

To: Wowzer who wrote (7508)	4/21/1998 5:42:00 PM
From: oexwa	Read Replies (2) \| Respond to of 18691

rory - re: GTW - reasons why it traded up: 1. GTW is an Internet stock, not a generic box builder. As such, it is entitled to a PSR of 70, not a PE of of 78 (TTM) despite projected 15% annual growth. 2. GTW did not warn, so it will come close to, or beat, earnings projections. Notice IBM beat estimates, but was down from last year. All that counts is if you beat estimates, however low they may be. IBM at alltime high today. 3. It s a perennial takeover candidate. Rumors have been CPQ, IBM, DEC ( a long time ago), and almost everyone else. 4. They recently changed advertising agencies. Things were going so well, they wanted to fix something that wasn't broken. 5. Most importantly, I am (glub, glub, glub ) seriously underwater on my short. How many reasons do you need?

To: Wowzer who wrote (7508)	4/21/1998 10:25:00 PM
From: Tao	Respond to of 18691

I am too under water with shorting this gateway 2000, but gangs here is hope from Elliote Wave analysis. Gateway upon reaching $56 has hited in both short term and long term 5th Wave that means it is ready for a sharp correction back to the 40's of ABC zizag pattern. the expectation is very high on their earning any slight disappointment or forcast of future price pressure may tumble this stock down. To short one must have any iron stomach and ride the tiger's back.