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Technology Stocks : Lodgenet Entertainment

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To: Lou Cifer who wrote (32)5/29/1998 11:17:00 AM
From: Keliven Wong   of 79
 
Lou,
Tokyo may be short, but he/she provided an interesting point of view. I must confess that short sellers in this market have to be smarter and better informed than the rest of us. I prefer information from shortsellers.

As a general bias, I discount most of what the analysts from big places like MS and PW say, because usually I am way down the food chain, and the 'market' already has discounted that information.

I'm having trouble deciding what industry LNET is in. I see only ONCO as a direct competitor, and there are several wannabes that probably don't count.

Do you have any independent info, or insight?

KW
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