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

To: larry who wrote (9356)	5/29/1998 5:17:00 PM
From: Bald Man from Mars	Read Replies (2) \| Respond to of 18691

The studs in my portfolio all hit new lows including ADPT from 21 to 15 down almost 30% ATML from 21 to 15 down almost 30% RDRT from 14 to 9 down 30% It is 80% of my portfolio and it is down 30% or the equivalent of down 25% of the whole portfolio. Ouch ... These dudes look cheap to me, I cannot believe it gets even cheaper. I expect it will get even cheaper in June with earnings preannouncement and I think the Asian impact will be bigger than we thought. Not a pretty sight, at least the saving grace is I am not using margin, or else even Viagra will not help ...