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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

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
17491	<Depending on whether I think the market is going up or down I change my por	Eddy Blinker	-	2/18/1999
17490	Soros has traditionally been a master at asset allocation based on macroeconomi	stsimon	-	2/18/1999
17489	Bill, There are many sorts of indicators and some are a lot less effective tha	Graeme Smith	-	2/18/1999
17488	Soros is a speculator and a raider. He makes decisions based on economic funda	Bill Wexler	-	2/18/1999
17487	Actually, I don't want to have this argument with you. I always bite my ton	Mama Bear	-	2/18/1999
17486	Ummm...maybe you'd better define 'market timer' then. Soros most ce	Mama Bear	-	2/18/1999
17485	Sorry. Not a market timer.	Bill Wexler	-	2/18/1999
17484	George Soros. Barb	Mama Bear	-	2/18/1999
17483	No...I'm not in error. There is zero evidence to support that any market (	Bill Wexler	-	2/18/1999
17482	I have no idea what the previous graph was, but I would agree that it is possib	Graeme Smith	-	2/18/1999
17481	<No one can time an( individual stock or) the market...no one.> Hello Mr	Eddy Blinker	-	2/18/1999
17480	Heh heh. If investing were that simple, everyone would be filthy rich. No one	Bill Wexler	-	2/18/1999
17479	Bill I own some ifmx; wish i knew 4 weeks ago what a bargain it would now be...	Victor Lazlo	-	2/18/1999
17478	Want a bargain? Buy IFMX and CPU.	Bill Wexler	-	2/18/1999
17477	Bill, I guess I am looking for a "bargain." Clearly you do not see 3	Victor Lazlo	-	2/18/1999
17476	Sun's a great company. Why bother with 3com when Cisco and Lucent are no-b	Bill Wexler	-	2/18/1999
17475	Bill what do you think of Sun and 3com? 3com is starting to look really good	Victor Lazlo	-	2/18/1999
17474	Yup, Quality of earnings is the problem for the boxmakers. Increased earnings	BelowTheCrowd	-	2/17/1999
17473	Bill - News item re: Dell. Ford standardizes on Dell for ALL computers worldw	Cogito	-	2/17/1999
17472	On the other hand... Fundamentals remain so good (both for Dell and the econom	Bill Wexler	-	2/17/1999
17471	Hmmm...looks like I was wrong about Dell. I guess it's time for the Dellhe	Bill Wexler	-	2/17/1999
17470	John, I was referring to the fact that DELL would not miss earning number this	larry	-	2/17/1999
17469	FWIW - SmartMoney magazine recommends a buy price for Dell of $50. Which they	Don Westermeyer	-	2/16/1999
17468	No kidding, but you need to realize that this thing is having no earth-shaking	Victor Lazlo	-	2/16/1999
17467	DELL growth slowed from 50% to 38% year over year. Depends on perspective, I g	Caroline	-	2/16/1999

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