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Strategies & Market Trends : Roger's 1997 Short Picks
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To: Roger A. Babb who wrote (4009)7/16/1997 12:03:00 AM
From: Craig Richards   of 9285
 
Roger,
Any reason you're planning on shorting AOL instead of YHOO? It seems to me that both companies are bets on increasing ad revenues from the internet. But at least AOL has a lot of revenues, which can't really be said for YHOO. YHOO had $13 million in revenues in the most recent quarter, yet it still has a market cap of $1.4 billion. At least AOL has decent revenues ($1.2 billion over last 9 months) to support its market cap of around $7 billion. Like AOL, YHOO has an operating loss - it only reports a profit due to investment income. AOL owns a stake in a lot of its greenhouse companies such as the Motley Fool - it seems to me that one or two of these companies could be worth something some day. I was just wondering if you had thought about the relative merits of shorting both of these companies, and why AOL would come out ahead for your shorting attention.

Of course I'd love to hear anyone's comments on this.
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