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

To: Doug Fir who wrote (8148)	5/1/1998 6:14:00 PM
From: vegetarian	Read Replies (1) \| Respond to of 18691

>> I'll make money, but I won't enjoy the event that brings it.<< But slick Willy did enjoy the event;-) Oops! may be you are talking of something else.

To: Doug Fir who wrote (8148)	5/1/1998 6:41:00 PM
From: Pancho Villa	Read Replies (3) \| Respond to of 18691

Wow! This is what I call a roaring market! Just consider myself lucky to have stabilized in the last 3-4 weeks. However, any signs of recovery [given that I am significantly net short] are quickly erased. I try to look at it from the perspective of a mania in which stepping aside and letting this beast do its thing should be the proper thing to do but the more I look at the current prices (GTW approaching 60, NVLS close 50, DELL over 80, the internet stocks in the stratosphere, INTC over 80, the drugs at multiples close if not above 50, despite fundamentals that are not as good as this time last year) the more I tell myself this has got the be the greatest shorting opportunity of the last 30 years! Pancho

To: Doug Fir who wrote (8148)	5/3/1998 10:41:00 PM
From: Ploni	Respond to of 18691

By the way, check out "Extraordinary Popular Delusions & the Madness of Crowds" by Mackay. Tulip Mania, Mississippi Bubble and more. Written almost 150 years ago but still applicable today. (Onsale at Borders Outlet for $3.98, ironic isn't it?) I went to Borders today, but the only edition of the book they had was selling for $14, so I passed. It looked as though it should have been discounted to $3.98; the copy was several years old, and the paper was yellowing from age. I don't really know if I need to read the book, anyway. If I want to learn about tulips, all I need to do is study Amazon, Yahoo, K-Tel, Lamar Advertising, Bally's Fitness, Zonagen, etc.