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Technology Stocks : About.com (BOUT) -- Ignore unavailable to you. Want to Upgrade?

To: Alan Newman who wrote (317)	10/9/1999 2:36:00 PM
From: Sanjay Varma	Read Replies (1) \| Respond to of 438

I'm thinking about shorting in a week or two, at the tail end of earnings season. Reasons include: 1. earnings have always been 'sobering' for investors since BOUT loses a lot of money. 2. dilution from secondary. 3. brand awareness ad campain has stopped and now BOUT is relying on 'viral' marketing and word of mouth to gain users. This is less predictable than advertising. 4. Rapid rise up media matrix charts will slow or even stop. They're coming to the really big sites now and it won't be possible to leap 2 places in the rankings each month. Any thoughts? -Sanjay