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Strategies & Market Trends : Roger's 1998 Short Picks

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To: bob s who wrote (17632)3/9/1999 12:04:00 AM
From: Tom Hua   of 18691
 
At 20 billion market cap for EBAY vs 3.5 billion for CNET it seems that maybe CNET is still an internet bargain.

Bob, I agree. CNET broke out last Friday with very strong follow through today. Volume today is highest in CNET's history, surpassing the old record set last Friday. If EBAY can go on to gain 55% after the split one week ago, CNET can surely do just as well when the split becomes effective tomorrow. I'm bullish on CNET.

Regards,

Tom
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