Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Craig Gordon who wrote (4486)	8/5/1997 6:20:00 PM
From: Will Hou	of 9285

By accident I ended up in this thread (was looking for list of short interests btw), interesting... However,Craig, what u said here "Yahoo's PE is in excess of 1000. It will take several years for Yahoo to get it under 100 if the price doesn't crack." is questionable. According to Yahoo (website, hehehe ironic), forward looking PE for 98 is about 100 (0.47 for 1998). You can check First Call as well. Nasdaq is quite bullish these days. A major pull back should be on the horizon soon (maybe today's CSCO earnings will trigger?). What do you (all) think would pull back the most? Intel is high but I dare not short it. How about DELL then? or EGRP? and YHOO maybe (but I think it has excellent management, all the right moves). Thanks all. Will

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