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

To: Bill Wexler who wrote (17424)	2/12/1999 10:35:00 PM
From: Roger A. Babb	Read Replies (2) \| Respond to of 18691

Bill, we are in agreement that the market will drive higher from here. And that is scary. But I think this next peak will be followed by more than just the usual correction. Not everyone believes the y2k stuff, but many people I know plan to cash out by late summer "just in case."

To: Bill Wexler who wrote (17424)	2/13/1999 6:43:00 AM
From: Mama Bear	Read Replies (2) \| Respond to of 18691

Bill, I hate to point it out, but everything you said in that post from November was wrong, and larry's predictions were fairly close. Dell missed the 'whisper' #, posted .27. Dell sold off down to 60. The momentum players were disappointed and sold off. The reason there won't be a repeat this quarter is because the mo mo boys mostly got out yesterday. The wannabe's will sell it Tuesday. I'll be looking for 84-85 for support. DELL reminds me of Iomega. In the end, it's just a low margin commodity producer, and doesn't deserve anywhere near the premium that is in the price. Barb