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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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18666Semi Equipment maker LTXX up about 10% today...Might have been mentioned in BarrJohn Miz-2/26/2001
18665Thoughts on INFY, WIT? Both are Indian-based contract software development organOhkami-2/26/2001
18664stsimon, good move covering RIMM. I also covered some positions, but still shortRoger A. Babb-2/25/2001
18663Closed out my short on RIMM last week. Barron's had positive coverage over tstsimon-2/25/2001
18662ARXX;going short;will continue to sink;closing rally was short covering» Shsharesighted-2/23/2001
18661I've been considering GE also. It's definitely more work than some of tMark Marcellus-2/21/2001
18660<i> Thoughts on GE as a short would be appreciated </i> Sounds likePink Minion-2/21/2001
18659I have never shorted any stock before. I have only been investing in stocks forRyan Hess-2/21/2001
18658Mark, I am expecting a slowdown in order growth from CCMP customers. No hard eviRoger A. Babb-2/20/2001
18657Roger, what is your logic for shorting CCMP ? Thanks...MarkGuitarMan-2/20/2001
18656Yes, they almost had everything. Jack ;)jkidmann-2/19/2001
18655Dale, don't underestimate the ability of AMZN to sell more debt. Even ZITL wRoger A. Babb-2/18/2001
18654I will be seriously surprised if AMZN gets away with issuing much more debt in aDale Baker-2/18/2001
18653Dale, bubble companies like AMZN had almost unlimited access to money during theRoger A. Babb-2/18/2001
18652Hi Roger - I regret not shorting the blowup more heavily but I suspect we will hDale Baker-2/18/2001
18651To the thread: Y2k and the great Internet Bubble have come and are gone, or at lRoger A. Babb-2/18/2001
18650Dale, my most recent short position is CCMP. I was a bit early shorting the InteRoger A. Babb-2/18/2001
18649I now use ecompare to compare prices before buying anything on line. I've fMary Remington-2/18/2001
18648I have had excellent service through AMZN lately; but I paid for my Christmas puDale Baker-2/18/2001
18647Amazon. Ha, ha huh. I got an amazon.com gift certificate from a relative for chrjkidmann-2/17/2001
18646IWOV;going short;it's reach resistance at 28.» It appears short coverinsharesighted-2/16/2001
18645I recently looked into SCOP for one of my projects and decided to short. Online Ohkami-2/5/2001
18644MCDT;short now;81M shares coming after market Weds.» P/E is a way too highsharesighted-2/5/2001
18643Daniel, it is not yet clear if the bubble mentality has been broken. Stocks suchRoger A. Babb-2/1/2001
18642HLIT;good for short;CSCO/HLIT rumor;no mention on sites;» CSCO co-marketsharesighted-2/1/2001
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