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

To: Roger A. Babb who wrote (11437)	7/13/1998 11:50:00 PM
From: George Acton	Respond to of 18691

For the intermediate and long term, I think you're correct on the fundamentals, and I expect you'll make money on a DELL short position. But right now we have lots of liquidity in the hands of individuals and managers who are trailing the S&P for the year. They are throwing that money at DELL, CSCO and MSFT, because earnings are going to be mediocre for everything else. The fascinating bubble is Colt. If it pops, do you think it will hurt the other CLEC and tellecommunications stocks? --George Acton