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Strategies & Market Trends
Roger's 1998 Short Picks

An SI Board Since January 1998

Posts	SubjectMarks	Bans
18691	123	0

Emcee: Roger A. Babb	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
17441	Bill, since 1998 was the first year that PC sales contracted, it is not possibl	Mama Bear	-	2/14/1999
17440	<<In my mind it is a gamble to hold DELL at 60 times book in a contractin	Bill Wexler	-	2/14/1999
17439	<i>"I never gamble on the short term (and it is exactly that...gambl	Mama Bear	-	2/14/1999
17438	<i>" DELL reported 0.28, actually 0.278, not 0.27.</i> Hmm, I	Mama Bear	-	2/14/1999
17437	Interesting article. smartmoney.com JC	Joyce Chen	-	2/14/1999
17436	Market will rally till i reach 62 and take my money out :-)	sammy levy	-	2/14/1999
17435	So when are u moving back to waterhouse.....lol	sammy levy	-	2/14/1999
17434	Looks like in retrospect AWRE was "ripe" back on Jan 20th...(EOM)	Louis Cornell	-	2/13/1999
17433	The short term selloff was irrelevant - I never gamble on the short term (and i	Bill Wexler	-	2/13/1999
17432	Roger, With respect I disagree about the market being driven higher from here.	Graeme Smith	-	2/13/1999
17431	Barb, Thanks for giving me a little credit for predicting DELL's numbers f	larry	-	2/13/1999
17430	I think that they will report something better than 5.2 BB, more likely 5.4 BB.	larry	-	2/13/1999
17429	Bill, I hate to point it out, but everything you said in that post from Novembe	Mama Bear	-	2/13/1999
17428	Bill, we are in agreement that the market will drive higher from here. And that	Roger A. Babb	-	2/12/1999
17427	You became a little personal, but irregardless, the earnings can be somewhat ti	John Rowton	-	2/12/1999
17426	Don't be childish or daydream. DELL's accountants are too good to repo	larry	-	2/12/1999
17425	My mistake about reporting before the bell, I will just move the scenario to We	John Rowton	-	2/12/1999
17424	Still too early to be bearish. I also think the market is going higher...but n	Bill Wexler	-	2/12/1999
17423	Henry, I am not bullish, but rather very bearish. It is just that I think the &	Roger A. Babb	-	2/12/1999
17422	St. Simon (hey, that man IS an island<g>), if Goldwater were running toda	Oeconomicus	-	2/12/1999
17421	Roger, Tom Kurlak bailed from ML today.He turned bearish on tech at the beginni	Broken_Clock	-	2/12/1999
17420	Fred, you made a great call. We may now be very near the top, but I still think	Roger A. Babb	-	2/12/1999
17419	DELL is after the bell. I don't know which way the market is headed short	xcr600	-	2/12/1999
17418	John, if DELL reports before the bell, it will be the first time they have done	Mama Bear	-	2/12/1999
17417	Dell reports tuesday ( I think before the bell) what happens if the revenue iss	John Rowton	-	2/12/1999

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