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

To: larry who wrote (10776)	7/1/1998 4:45:00 PM
From: space cadet	Read Replies (2) \| Respond to of 18691

Larry, sorry to hear you are out of msft. I just rearranged my portfolio but the net effect is I am still in msft bigtime. I hope this rally has some more legs as I guess I just did a double or nothing bet (and I already had a double to begin with). msft now is over 100% of my portfolio (that is it is already more than what I started with a couple of weeks ago). I don't want to get too greedy as I've been hurt doing that in the past. I just think that Thursday and Monday should be up days. After that I may get out, though now that msft is announcing earnings on the Thursday before options expire I'm feeling more confident about my Jul calls. I hope dell doesn't move much till then as I'd like to dump these tremendous profits into stars like Dell. However, I suspect dell with be far higher by then. Anyone shorting amzn, yhoo, aol, or any of the other internet crazies deserves what they are getting today- to have their head handed to them on a platter. I mentioned I would consider going short amzn once they hit 100. However I would never go short any of these stocks while we are in the midst of an explosive summer rally. How crazy are some people??? In August or Sept or Oct I anticipate there will start to be some really tempting shorts and I will consider shorting then. I just hope msft can hit 115 by Jul 17.(I know I was looking for 110 before- I admit it- I am greedy- I want to be a Master of the Universe ;~). What does your crystal ball feel about msft and the next two days for the market. I see dell hitting 110 in Jul no problem. I probably should start diversifying into dell. May buy some tomorrow if it doesn't open way up...