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Strategies & Market Trends : Roger's 1997 Short Picks
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To: Bill Wexler who wrote (8190)12/12/1997 1:37:00 AM
From: Ed Zhao  Read Replies (1) of 9285
 
Bill,

Why not short the second tie companies in the Internet directory category: LCOS, SEEK, XCIT. It's true the market cap of the three companies combined is only 1/2 of YHOO. But YHOO will likely commend 40-50% market share and much higher profit margin (i.e. ad space price).

Shorting the second tier is safer before the momentum fade. One can always ride YHOO in its way down.

Just a sugestion.

XZ
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