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

To: RockyBalboa who wrote (15574)11/18/1998 1:16:00 PM
From: Blacksmith  Read Replies (1) | Respond to of 18691
 
Does anyone know where to short BTIM? I covered during
the runup (~14 1/2), now can't go short.



To: RockyBalboa who wrote (15574)11/18/1998 1:53:00 PM
From: Roger A. Babb  Read Replies (1) | Respond to of 18691
 
Christian, I also covered INFO short too early. But you can see the future of the big Internets by looking at plots of AVCO, KTEL, INFO, and the like. When the longs all try to run for the exit at once things really get ugly. The big Internets will someday crash to realistic valuations, but they can go higher first. That is the nature of bubble manias.

The trick for a short is for him not to burst before the bubble does..............


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