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

To: Pancho Villa who wrote (9365)	5/29/1998 10:17:00 PM
From: Joey Two-Cents	Read Replies (1) \| Respond to of 18691

I'd be careful with ZONA. They had some analyst on a Bloomberg forum singing its praises and saying it will get FDA approval this year.

To: Pancho Villa who wrote (9365)	5/29/1998 10:57:00 PM
From: Joey Two-Cents	Respond to of 18691

<INTC: my last post to the INTC thread in March (?) was related to INTC problem Pancho,> I think it'll be a while before INTC sees 106 again. US markets won't be a safe harbor forever nypostonline.com Japan machinery output hits record low. satellite.nikkei.co.jp Moody's cuts Russia's rating as default prospect increase biz.yahoo.com Japan economic crisis deepens as unemployment hits record thisislondon.co.uk Party's over for Hong Kong thisislondon.co.uk

To: Pancho Villa who wrote (9365)	5/29/1998 11:38:00 PM
From: larry	Read Replies (2) \| Respond to of 18691

Dear Pancho, I am willing to bet my house that you won't make a penny out of your AOL & YHOO! short position, unless you also bought calls and heavily averaged up! It will be extremely hard for YHOO! to go back below 100 and AOL below 70 unless we get a bear market, which seems to be out of question. It was a great idea to short the second or third tier issues ala SEEK, LCOS, XCIT when they were at their heyday, even AMZN might eventually turn out to be a bust. However, I firmly believe that AOL and YHOO! will survive and become big blue chips in the 21st century, along with MSFT, LU, CSCO, DELL. Noticeably INTC is missing from my list. I think that INTC belongs to the past. good luck, larry!