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To: articwarrior who wrote (5392)11/14/1998 11:33:00 PM
From: Thean  Respond to of 14427
 
Artic, you correctly cited the reasons for my wanting to short SDC. When the sentiment turns, those which held up the best got slammed the most in the shortest time, regardless of fundamentals. A war with Iraq will delay the sharp fall. If I were to go for the worst fundies, then GIFI would be my pick to short. For the most bloated land driller, I would short NBR. But they have lots of followings and the past few times they withstood the pressure quite well versus its peers.