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

To: phbolton who wrote (9162)	5/25/1998 1:13:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 18691

I agree with Pancho that Japan is an open question. Another publication just mentioned TRF as a way to short Russia. The hot streak is over there, Yeltsin is bumbling around, miners strikes, Lebed poised to run for president. The article said TRF trades at a 25% premium to underlying share value, up from 19% when the fund was double the price. Any opinions? Dividend is payable June 12 so we have to wait until then. MSFT - after installing Win98 and yawning in disappointment, it could be a good target. I don't think many organizations will pay to upgrade their network PC's to what is essentially Win95.1, not with NT 5.0 on the way. Could be Bill's summer of discontent.