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

To: larry who wrote (10757)	7/1/1998 9:07:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 18691

>> I happen to be very bullish on YHOO!. << So am I. I am bullish on the company, not the stock price. I am expecting a rally for the next month or two in the market and 200 is only 25% away so I could see that happening, but I think there are safer plays to get a 25% return from. Your not going to see alot of shorts in this portfolio. >> My worst performer in the past two weeks in my portfolio is, DELL! << It's a crying shame when your worst performer is only 5% off it's highs! DELL has been trying my patience lately but that's ok. My COMS options tried my patience for 2-3 weeks before putting a smile on my face. DELL will do the same. The chart looks fine, it has formed a cup formation after a huge advance. I was hoping it would just skip the handle part and keep advancing. (Happens occasionally). Anyway it has been making a handle for almost a week now and I think it breaks out to new highs before expiration. When it does crack 100 it goes straight to 105 in my opinion. >> I am almost sure that DELL will hit 110 by the mid of August << I expect that too. Before august. >> DELL looks like the weakest link in the big four (MSFT, CSCO, LU, DELL), currently. << I figured it had some catching up to do, but that strategy hasn't paid off---yet. It's interesting, I have options and stock on the best performer YTD in the Nasdaq 100 (DELL), and the worst performer in the Naz 100 (COMS). Either the "value" play or the relative strength performer has got to pay off for me!