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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 (11438)	7/13/1998 3:46:00 PM
From: put2rich	Read Replies (2) \| Respond to of 18691

Do you know why amzn up strongly? MM jumped in for the last short squuezee? should have covered low

To: Roger A. Babb who wrote (11438)	7/13/1998 4:15:00 PM
From: larry	Read Replies (2) \| Respond to of 18691

Roger, I agree with you that DELL cannot sustain its current growth rate. However, I won't even think of selling DELL until they reach a 100 billion market cap. A 130 close before earnings announcement is guaranteed. After that, it's anyone's guess. For me, I will sell my DELL shares before they announce earnings or write deep in the $ calls to protect my gains. For now, I will just enjoy the run. BTW, I think that in five years, we will all find that it's a smart move to invest in YHOO! right now. Damn, the valuation is too high...but that's a darn great company, with great management. This boy can easily be a 50 billion company at around 2005. I bet that they will make $15-20/share with the current share number. That's where the future growth is. Can you say DELL of the early 21st century? larry!

To: Roger A. Babb who wrote (11438)	7/14/1998 2:38:00 AM
From: Bill Wexler	Read Replies (2) \| Respond to of 18691

Roger, remember when we discussed AOL 70 points and one split ago? Hate to say this but.... Message 5185150

To: Roger A. Babb who wrote (11438)	7/14/1998 3:16:00 PM
From: Marconi	Read Replies (2) \| Respond to of 18691

Hello Mr. Babb: I understand your reasoning about Dell. Displacement strikes me as the stickier quasi-growth factor, rather than a rising tide effect. Not to echo strongly one way or the other, but it has been an impression to me you do seem to be early on your timing. I confess I have not been successful discovering a more appropriate lag to positions you advocate, which we both hold. If ever something does occur to me, I will share it with you. And if there is nothing better, is that not a backdoor confession the timing may rank in the best?? Highest regards, m