Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Rainier's Column -- Ignore unavailable to you. Want to Upgrade?

To: vampire who wrote (85)	5/11/2000 11:11:00 AM
From: HeyRainier	Respond to of 106

Metsin6, I don't give out specific names for reasons I've outlined in my previous posts, but I can tell you that I am short in the dot-com sector, B2C-focus. They are characterized by unending losses, miniscule revenues, nonexistent competitive advantages, much larger competitors eating their lunch, and market caps disproportionate to the value shareholders are receiving. Guess I didn't really narrow it that much then huh.<g> Most of these names have collapsed below the $5 level, so if you use a broker with traditional shorting standards, you won't be able to touch them anymore. Good luck. Watch out for the market rally--right now, they're grabbing for anything they can to find a way to get the market higher. Short on strength, not weakness, and don't short on mean-reversion-based advances, which is what we may be experiencing at this time. Rainier