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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Roger A. Babb who wrote (8580)5/9/1998 1:27:00 AM
From: e. boolean   of 18691
 
Roger,

Guess I didn't make it clear that I was including this article as an example of the lengths to which the internet bulls will go to convince themselves that the buying panic has been justified. Its reasoning is so complacent and absurd that it gave comfort to me as a bloodied, but unbowed, internet short.

I've been short YHOO off and on since the beginning of the year and intend to hold on til the bitter end. I also have puts on AMZN, MSFT, and DELL (the latter two in leaps).

The internet is obviously huge and here to stay but the companies that will make money off of it are not the ones that are being touted now as the "internet brands". The internet will increase efficiency. These companies could only make money off of exploiting inefficiency.

Again, really enjoy your list.

e. boolean
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