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

To: Bob Trocchi who wrote (12203)	7/31/1998 12:12:00 PM
From: Graeme Smith	Read Replies (2) \| Respond to of 18691

Bob, I have created a portfolio of my favourite Y2K shorts. It is up about 20% already in the last week. Other than the obvious shorts like Zitel, ALYD is currently my favourite long term Y2K short. Short term it is a good company which has had 2 good Q's in a row and will probably continue to for another Q or so. However it is also the only Y2K stock that is still priced at about 5 times optimistic book value in 2000. It is also a Y2K pure play with no assets tangible or intangible that will have value after 1/1/00. I expect ALYd to have 2 more good quarters this year, and then collapse when their growth reverses or goes into the red early next year. techstocks.com