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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Mongo Slade who wrote (4220)7/23/1997 10:44:00 AM
From: Jon Tara   of 9285
 
Mongo, doesn't matter to me if a company sells "real products" or advertising space.

You can argue that YHOO doesn't deserve it's current valuation, and I might even agree.

But you are comparing a company that is tops in it's field (YHOO) to one that is a has-been (AAPL)

I'd bet on the one that is tops in it's field and still has it's future ahead of it instead of behind it.

(Yes, I realize that's a nonsense statement - a Yogi Berra-ism, but it sounds good anyway. :) )
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