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

To: Daniel Ray who wrote (11747)	7/20/1998 4:15:00 PM
From: Greg M.	Read Replies (1) \| Respond to of 18691

>>Shorting AMZN is for deep-pocketed pros.<< Daniel, I have a fair amount of experience, but I'm not a pro, although apparently I have deeper pockets (incl. broader portfolio) than many shorts. I honestly think it is the shorts alone who are doing the serious buying. No funds are buying, and few enthusiasts are buying, just the shorts and day-traders riding the wave--(who can change coats very quickly). And even though the MM's may be encouraging the volatility, I hesitate to say they're to blame. I am not shocked AMZN is testing its high, (and was prepared for it & more). I will be very surprised, however, if there is not a sell-off sometime the next few days. Good luck, Monty

To: Daniel Ray who wrote (11747)	7/20/1998 5:23:00 PM
From: Mama Bear	Read Replies (2) \| Respond to of 18691

Daniel Ray, I just don't know why I'd want to short AMZN when I can short CFON, CCSI, OCOM, ZITL, ABTE, and very soon FIBR. I have very little worries with those stocks, if any double on me I will just short more. I know there are powerful forces that will keep all of those stocks depressed for sometime to come. At least 2 of 5 of the companies (CFON, OCOM) will probably be out of business within a year. I just can't put a value on AMZN so how can I know if it's over or underpriced? I know Roger's a big fan of shorting AMZN, but my return % has gone up a huge number of basis points since I quit shorting high RS stocks. Barb