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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 (14456)	10/7/1998 2:01:00 AM
From: space cadet	Read Replies (1) \| Respond to of 18691

Roger, I too am inclined to expect lower prices from here, even if the next day or two goes higher. However, one troubling problem for this scenario is earnings. I expect aol, yhoo, msft, dell, csco, and emc will all beat earnings expectations. Since these stocks will be announcing every few days it is hard to see the market declining while so much "good" news is coming out. Certainly I have never seen the market decline while good earnings news is appearing. And yet this apparently is what you and also Jerry Favors are predicting. Can you comment on how you see this issue? Are you expecting overseas troubles to swamp the earnings uplift?

To: Roger A. Babb who wrote (14456)	10/9/1998 6:44:00 PM
From: Michael	Read Replies (1) \| Respond to of 18691

<<I sure hope ZITL crawls back up into shorting range again! >> My Friend Roger: One of the benefits of a "short to zero" strategy. I am still short , Zit, in fact still my #1 position in stock market Zit is not likely to trade in the range of short sellers. The insiders are bailing out for whatever they can get. The insiders do not want any more short sellers picking off the money , some other "greater fool" will "invest" in Zit. Sure is a Nice Day, Michael