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

To: oexwa who wrote (7513)	4/21/1998 8:13:00 PM
From: Wowzer	Respond to of 18691

OK....I am starting to see. Because IBM said that computer sales environment is terrible. That means all the bad news is out and things can only get better. So when GTW reports, most likely they will confirm that yep there is a price war and yes the environment is terrible. Therefore GTW will promptly add another 10 points because it can't get any worse. We know the first qtr sucks, second qtr not looking good. But....the second half of the year where nobody has any visibility on. That's when things are really going to pick up. Consumers will become bored with buying 200 to 300 MHZ computers for under a $1,000 and will demand that they pay $2,000 to $3,000 for the 400 to 500 MHZ computers. Even though a 200 MHZ computer meets the needs of 90% households and business out there. Considering the limitations of Internet connection speeds and the massive amount of power it requires to run Excel and Word these days. BTW I starting to be real tempted to jump into these highfliers for a quick buck. So a top must be near. When I finally do start going long these stocks I will be sure to inform this thread so you can all short em and make a killing. Rory

To: oexwa who wrote (7513)	4/21/1998 11:13:00 PM
From: phbolton	Read Replies (1) \| Respond to of 18691

Interesting perspective (with scary charts): "A company announces it will start selling information on the Internet. The stock, which has traded at 2 for about a year, jumps higher and keeps going. After hitting 8, it gets caught up in a buying frenzy as Internet stocks are all the rage. It hits 27 in no time. Sound familiar? This is the story of PC Quote (PQT on the Amex). And it happened back in late 1995. The Internet craze then was caused in large part by the surge in Netscape shares." briefing.com