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

To: Pancho Villa who wrote (10498)	6/24/1998 12:51:00 PM
From: Joey Two-Cents	Read Replies (1) \| Respond to of 18691

Pancho, I'd rather sit this rally out and hold only puts and some shares of BPT at this time. What the heck do the Chinese have on the Slickster? He gets more cowardly as they get more brazzen. I hope he gives them one of his 2 hour speeches on the dangers of teenage smoking and the seductive Joe Camel. China wants statement from Clinton on Taiwan search.washingtonpost.com Chinese pull strings on Clinton trip telegraph.co.uk

To: Pancho Villa who wrote (10498)	6/24/1998 1:22:00 PM
From: vegetarian	Read Replies (2) \| Respond to of 18691

>> I have been getting killed by my internet shorts.<< Covered mine at a loss yesterday. Looks like the mutual fundies are pushing the crap up mindlessly with no clear end in sight. Near term, looks like the crap will fly; the volume breakouts are quite telling of their strength. It is interesting to see that AOL goes up on a huge debt offering and they have now started spending that money on sending their CDs and 100 free hours in daily newspapers here.

To: Pancho Villa who wrote (10498)	6/24/1998 6:28:00 PM
From: oexwa	Read Replies (1) \| Respond to of 18691

Pancho, You say you are getting killed on your internet shorts. It's window dressing time for the funds. How would you like to be a "growth fund" manager and not have some net stocks in your portfolio at the end of the quarter? Everyone knows they are overpriced, but some, like AMZN have gone up 50% in the last few days and the institutional ownership on most of these stocks is low. I look for them to continue upward until the closing date, but I don't have the nerve to actually buy any. I think the smart people that have been buying AMZN cut their teeth on Home Shopping Network back in '85 - 87. (New shopping paradigm, etc.) I didn't buy that one either. All I could do was stand there with my mouth open and bemoan the fact that puts were too expensive - thank goodness. Also closed out my ZITL short last week. With their new financing, they might actually become dangerous. Not likely, but possible. Regards, Bob