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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Bob Trocchi who wrote (7122)11/17/1997 5:34:00 PM
From: Don Westermeyer  Read Replies (1) of 9285
 
Bob,

One thing that makes YHOO very different from AOL, MSN, and for that matter NSCP as they do not control a 'portal' to the internet. In the end it is very likely YHOO will end up with these other services being direct competitors. MSFT is in with LCOS and given MSFT's reputation life could be made very tough for the competition.

If I had to go long on a stock I'd have to bet on LCOS, even though I think YHOO is a better service.

Short term I think YHOO is an excellent short, if for no other reason 1.5 million shares are being added to the float from insider selling. It is only a matter of time before that drags the stock down.
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