Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Jon Tara who wrote (9089)	12/30/1997 12:52:00 AM
From: M. Marquette	Read Replies (2) of 9285

Jon--my point exactly !! I use yhoo and I use EXCITE in fact I prefer it over yhoo but to be honest I am now long XCIT. The chart looks great and the market cap is amazing between the 2 of them. Recently the news stories about XCIT being the best search engine and the article in fortune magazine about them being undervalued made me jump in for the ride. LCOS, unless someone can convince me otherwise is a great hedge against going long xcit and yhoo by shorting it and now options are being traded on them. Jon--I respect your input here--what are your thoughts about shorting any of the internet telephony companies at this point.

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