Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pancho Villa who wrote (7607)	4/23/1998 2:34:00 AM
From: CalculatedRisk	Read Replies (1) \| Respond to of 18691

Pancho, re:Y2K. IMO, we are getting close (within a few months) of shorting the real Y2K players like IMRS, CHRZ, maybe even KEA! As far as shorting now: ACLY. This still looks good ... I'm looking for single digits by the end of the year. I have reduced my position substantially and will add back if the stock moves up. ALYD. Another excellent short. DDIM. I'm completely out of this one. Some analyst gave them a "strong buy" and a target in the high 20's ... so DDIM may come back in play! TAVA. An almost perfect short! Timing is still an issue since no one expects very much this quarter. This is becoming my favorite. I'm somewhat alone on this one (for now), but I've done some digging and collected some awesome ammo for when I short. ZITL. The next few days will really be interesting (losses will be announced next Tuesday). If there is another round of dilutive financing, we will all be happy <G>!!!! Next Week really is Next Week! (A Zit Joke) Best Regards, Bill