SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Roger's 1998 Short Picks
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Roger A. Babb who wrote (8009)4/28/1998 9:01:00 PM
From: Ploni  Read Replies (1) of 18691
 
Roger,

What is the next play equivalent to ZITL? You suggest that the Internet stocks are parallel plays, but they seem to be dangerous to short, with unlimited upside.

I guess it's always possible that YHOO will somehow become a broadcaster equivalent to CBS, and fight off the competition because of their head start and pretty name.

I don't know if AMZN's head start and pretty name can save them from an eventual huge hit, though they are also doing well by buying smaller competitors and announcing stock splits.

P.S. Did you or anyone else out there short ZZZZ Best several years ago? I imagine that some lucky shorts guessed that their sales increases were suspicious, before the walls came tumbling down.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News