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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 (12447)	8/6/1998 12:03:00 PM
From: Peter Kerling	Read Replies (1) \| Respond to of 18691

ASENSIO CAUSES 50% DROP IN TURBODYNE ... ... what stock will be the next target? Check out their homepage: asensio.com I think ZONAGEN (ZONA) is a 1 USD stock, too. According to ASENSIO it has no working technology. Therefore current 18 USD is a joke! Let's short them! Any different opinions? Peter

To: Roger A. Babb who wrote (12447)	8/6/1998 12:27:00 PM
From: peter michaelson	Read Replies (1) \| Respond to of 18691

Roger: Speaking of BS, would you care to share your current thoughts on Actrade (ACRT). Funny looking financing business, no name accountant, sudden growth, suspect background of executives, 32x earnings and price 15 times what is was 2 years ago, etc. Thanks, Peter

To: Roger A. Babb who wrote (12447)	8/6/1998 12:41:00 PM
From: craig crawford	Read Replies (2) \| Respond to of 18691

Well I have to hand it to you Mr. Babb, shorting DELL while going long CPQ looks like a winning strategy today. All the laggards such as MU, CPQ, AMAT, INTC, COMS etc. are moving while momentum studs like DELL, LU, AOL, YHOO, CSCO, etc are lagging or even down. All of a sudden the market likes beaten down stocks with no earnings growth. It's nice to know that the market still can surprise us all, I was beginning to think this was too easy.