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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: jjstingray who wrote (83311)6/21/2002 6:45:42 PM
From: Steve Lee  Read Replies (1) of 99280
 
I would prefer shorting semis or software. Those companies have low/negative growth and plenty of competition.

Ebay is basically an excellent and growing way to sell merchandise. They have the critical mass which is going to be hard to compete against. I believe Ebay has the ability to show you the money when it comes to justifying its valuation.

Of course, that's not to say it won't drop in a broad market downturn. I just don't expect it to drop as the average overvalued tech stock might.
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