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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 (17153)	1/21/1999 9:34:00 AM
From: Bob Trocchi	Read Replies (2) \| Respond to of 18691

To All: The article below is well worth reading. It portrays a future in which a Net Centric approach will become a significant force. The article gives something to think about relative to MSFT and their PC centric approach. Forget the government case against MSFT, it will be market forces that determine how thing evolve. I am not saying this is THE way of the future but it surely is something to read and think about especially as it relates to long term investing either long or short. BTW, I have been long MSFT for several years. Maybe it is time to start re-thinking this position? >>Portals: the new desktop? << news.com

To: Roger A. Babb who wrote (17153)	1/21/1999 10:29:00 AM
From: Don Westermeyer	Read Replies (2) \| Respond to of 18691

Roger, FWIW - I covered AMZN also today as it dipped below $100. I hate to trade the stock, but it must be do for at least a technical rebound.