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

To: space cadet who wrote (16613)	1/6/1999 4:47:00 PM
From: BelowTheCrowd	Respond to of 18691

SC, I agree, especially on the internuts. They'll all spend this quarter pointing to seasonal Christmas sales. Then they'll find themsleves having a tough time pointing to something good in the next quarter. One unfortunate reality of the "internet Christmas" hype is that CHRISTMAS IS OVER! And it's getting harder and harder to find something even bigger to hype. Even the next year-over-year percentage gains will seem puny compared to the current ones. The excuses are getting more and more tired. The earnings and margins aren't materializing. March-April could be a good timeframe. Agree we could be over 10K within a week. mg

To: space cadet who wrote (16613)	1/6/1999 5:35:00 PM
From: larry	Read Replies (1) \| Respond to of 18691

Mark, Congratulations on your DELL calls. Deserve the $$$$. This issue should run toward 90 by the mid of Feb. The market is overvalued by so much that DELL has become a value play. CMGI has just hit the target I set several weeks ago, that is, a double. Still more room to go, 200 within weeks, but also super volatile. I am in AOL in both ways these days. This puppy is consolidating and I am expecting a 2:1 split on 27th when the report earnings. You might be right that we stop at 11 k but I think that the crash will send this thing back under 10 k. And how funny it is that high flyers under 100 has become dirty cheap right now. enjoy, larry!