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

To: MIKE DUBIS who wrote (12841)	8/16/1998 11:42:00 AM
From: BDR	Respond to of 18691

Off Topic: <<What have you been into?>> Not much. For a while mostly cash. I am long (and late) PFE which hasn't done much since I bought it, though with its new drugs in the pipeline I think it will be a long term hold (Tuna shows up occasionally on the PFE thread predicting the imminent withdrawal of Viagra by the FDA). Still holding SEPR (in at 22, 28 and 37) with plans to stay a while. Short Zitl (several times), OCOM, CCSI, SACM. Long (and losing) MVIS. Lost money on some other tech trades. Watching for signs of a bottom in oil field stocks but there doesn't seem to be one. Watching some big banks with exposure to Asian debt. I lurk here and on some other threads but haven't had much to contribute. I have had to conclude that a trading investment style is not compatible with my current circumstances. I spent a few minutes yesterday getting my kids iMac up and running. Or I should say watching them do it. Then I spent the rest of the day trying to get them off the Internet so that I could log on. I am going to fix the internet access problem with a high speed DSL line or wireless access that will let me network the home computers and log on simultaneously (If you know how to invest in that trend, let me know). I was researching my first laptop (I ended up with my first Mac, a PowerBook) five years ago. Based on what I saw I went long Apple Calls before I actually bought the PowerBook and doubled my money in a few months. If I had done the same every time I got seriously interested in Apple products (I have now had five Macs) I would have outperformed the rest of my portfolio.