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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Pancho Villa who wrote (2536)2/9/1998 3:31:00 PM
From: Dan Ross  Read Replies (2) of 18691
 
Anyone consider my hypothesis? The ISP business is not profitable at $19.95 / month......nor at $22...I figure somewhere around $25 / month.....

Frankly, it depends on word of mouth and the amount of advertising you have to do to get new customers.....

Lower expenses = lower break-even point.....

AOL, IMHO, will crush people for the next few days....

How does everyone feel about AMAT? They report after the bell tomorrow? At 35 I feel they are quite pricey......Comments appreciated...

Dan Ross
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