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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 (16521)	1/3/1999 11:06:00 PM
From: HiSpeed	Read Replies (2) \| Respond to of 18691

Short MSFT & CSCO?!? And anyone who has a cable modem knows ATHM is on the right track! While YHOO & AMZN could easily get whacked 50% in a week, they'll probably be up huge for the year (again). Why short MSFT? That's a powerful trend to fight....

To: Roger A. Babb who wrote (16521)	1/4/1999 12:40:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 18691

For anyone who wants to short the big techs - MSFT, CSCO, LU, etc. - the XLK AMEX SPDR in technology is mostly made up mostly of these mammoths. I plan to use it in market downturns as an "affordable" short instead of the $100+ direct shares. So when are you starting the new thread, Roger?

To: Roger A. Babb who wrote (16521)	1/4/1999 7:03:00 PM
From: larry	Read Replies (1) \| Respond to of 18691

This will again prove to be a horrible short list for 99, although the loss might not be four digits. MSFT, CSCO, although overvalued, are sector leaders with bright future. Short, no no. I can never understand AMZN, but this is a monster, and I don't expect the issue to finish 99 in negative return. ATHM, like other posts mentioned, has a great technique...just like RMBS, stock overvalued, but the technique is there. I would rather short pure crappy issues. I am surprised that DELL & AOL are absent from the list. I am long all these issues currently with the exception of AMZN & YHOO!. larry!