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

To: put2rich who wrote (16906)	1/12/1999 1:02:00 AM
From: Mama Bear	Respond to of 18691

thanh, try again. Barb

To: put2rich who wrote (16906)	1/12/1999 1:58:00 AM
From: mchip	Read Replies (1) \| Respond to of 18691

If I was BETTING, which you seem to be thanh... Tomorrow I'd Buy YHOO and CMGI, maybe some PROG. GNET and LCOS still look to have room to run. DBCC should be interesting tomorrow also. XYLN and other 2nd tier telcoms for a takeover play. Makes me want to be a gambler!

To: put2rich who wrote (16906)	1/12/1999 2:00:00 AM
From: Mama Bear	Read Replies (1) \| Respond to of 18691

thanh, I won't take them home overnight. I just don't sleep well holding a position one way or the other. I must admit I was very tempted to take GNET home. JJ Cramer said this in his column tonight: "Instead, yesterday, when Yahoo was up 90, I sold the last bits of my favorite stock. With earnings coming in, and the possibility that a real event could cool the stock off, I jettisoned it. I took a lot of AOL off the table. I sold a bunch of little Net plays. And I realized that this 43-year-old could not do what he could as a 23-year-old: throw all caution to the wind and bet the farm. Perhaps it will turn out that Monday was the top, that the froth had at last reached 1929-like proportions, but I don't think so. I think I am going to be forced to get back, maybe even at higher prices. But even I, giant Net bull, could not hold back from selling Yahoo up 90 points. I had never made 90 points in a day in my life, and I wanted to take it. I had learned too much not to. thestreet.com Be careful. Barb