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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Lazlo Pierce who wrote (5531)3/26/1998 12:55:00 PM
From: Timoteo  Read Replies (1) of 18691
 
AOL/NSCP: I went short AOL today with an offsetting long position in NSCP. NSCP currently has a market cap less than AMZN. AOL should begin to feel the pressure from MCI/YHOO as well as cheaper cable modems. Hopefully NSCP will negotiate with a telecom for a similar deal.

Best wishes,

Timoteo
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