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Non-Tech : Bill Wexler's Dog Pound
REFR 1.847-1.2%Nov 14 9:30 AM EST
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To: Hank who wrote (7483)9/3/2000 6:01:51 AM
From: Bill Wexler  Read Replies (1) of 10293
 
I think that scenario has already been priced into a lot of these companies. So we may assume that there are colossal short positions out there. The trick is now getting into the ones that can ride out the storm. I don't think it's wise to pick one or two companies, but perhaps creating a portfolio of several cheapo nets is a good idea. If these things start to turn it will be too late to get in once the news is out. I'm starting with NBCI and I will add some more in the near future.
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