Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Bob Trocchi who wrote (8227)	12/12/1997 9:00:00 AM
From: Pancho Villa	Read Replies (3) of 9285

BT>>Internet ad revenues for 1997's first nine months topped $500 million, but the rate of increase slowed dramatically as online publishers experienced their first seasonal slowdown in advertising<< This should make YHOO AOL take the greatest dive you could imagine! but it will not be the case! AOL and Yahoo are the new proxies for Gold! Gold is gone! AOL and Yahoo stocks are in! The Fed is gonna back up the paper dollar with Yahho and AOL shares!;:) BTW $500 million is a ridiculous number and on top of that slower growth! I guess the expectations are that AOL/YAHOO will grab 100% of PG's worlwide media budget! yes advertising detergent on the net will be the way of the future! Pancho PS: news on BFIT!!! Bally Total Fitness 'Pumps Up' Its Management Group; New Appointments To Support Strategic Direction biz.yahoo.com Due to the tremendous importance of this announcement, BFIT is gonna close above $25 today;:) The BFIT situation is so ridiculous that IMO a sure bet would to cover all my shorts and short 100% BFIT

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