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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 (15226)11/9/1998 4:38:00 PM
From: larry  Read Replies (2) | Respond to of 18691
 
Roger,

No one can argue with you that you are absolutely correct about the fundamentals of these issues. However, these guys have successfully separated their share price from any fundamentals. That's why I won't short even AMZN although I am tempted badly to go short against it. And I also believe that market rally at earning growth is extremely dangerous. I can't understand why Bill believes that this is the perfect time to buy on dips.

good luck at shorting YHOO!,
larry!



To: Roger A. Babb who wrote (15226)11/9/1998 5:08:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 18691
 
Roger, what do you think about shorting Sap or the enterprise software companies? There is a negative article in Barrons this week regarding the traditional ERPs. I shorted Sap successfully twice last month and the third time I covered with a small loss because I didnt want to get hit with the Santa Claus rally, good thing that.

I know you know a little about enterprise software because of first wave.

Michelle


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