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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: GST who wrote (66007)7/2/1999 8:36:00 AM
From: Sarmad Y. Hermiz  Respond to of 164684
 
>> if you are looking for an opportunity, it might lie in YHOO as it gets run up around earnings time -- with the best chance of making money if it comes at the same time as rates are inching up due to corporate supply of bonds,
<<

My favorite short is eBay. Their auction growth in June is less than zero. It is negative. And they are priced for very high earnings growth. Which may also be zero or less for Q2. I usually short and cover in the same day because we are still in the pre-e run period.

But if yhoo gets past 190, it will definitely be irresistible as a short.

Regarding corporate supply of debt. It is increasing not because the issuers NEED the money. They don't. They were taking advantage of low rates to do stock buy-backs. If rates go up a little, the issuings will drop.