Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: wiley murray who wrote (5931)	4/2/1998 3:17:00 PM
From: craig crawford	Read Replies (2) of 18691

<< Very good reply. It sure makes sense to me. YHOO looks like the most vulnerable one to fall fast.>> I respectfully disagree. I think AOL is a better short (when the time is right). YHOO has a better business model if you ask me and I don't expect to hear bad news from YHOO anytime soon. RNWK is going to be one of the best of all. It's not worth anywhere close to $1.1 billion. It has a market cap 1/4 of YHOO but YHOO is 20 times a better business prospect than RNWK. AOL uses creative accounting to hide it's weaknesses and that will come back to haunt them. Their margins have been sliding for several quarters now. Of course when some of the big ones go they will all go so take your pick. I also think AMZN is ridiculous at this price but it has a better short squeeze going for it due to the super small float. YHOO is THE best internet stock. Don't short the best, short the weaker laggards that are going up in sympathy.

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