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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Roger A. Babb who wrote (6486)	11/4/1997 5:03:00 PM
From: Jumper	Read Replies (1) \| Respond to of 9285

Roger, any comments on the price drop in DDIM this afternoon?

To: Roger A. Babb who wrote (6486)	11/5/1997 5:16:00 AM
From: Bill Wexler	Read Replies (1) \| Respond to of 9285

How could you possibly say that Roger? Just look at the astounding growth in Yahoo (from 0 to $200,000 in operating earnings in 1 1/2 years!!! Not to mention those billions of page views!!!) At Home has 26,000 subscribers...and their $12,000,000 loss last quarter (on top of their $12,000,000 loss from the previous quarter and the $11,000,000 loss in the quarter prior to that) was right in line with expectations. Hell, they may break $2,000,000 in sales by mid 1998!! You obviously don't get it Roger. Yahoo's market cap of $2.6 billion and At Home's market cap of $3 billion is perfectly justified. Don't invest by looking into the rear view mirror. Wall Street always looks forward Roger. Watch out shorties! WE'RE GOING TO THE MOON!!!!!!!!!!!!!!!!!

To: Roger A. Babb who wrote (6486)	11/5/1997 5:28:00 AM
From: Bill Wexler	Respond to of 9285

Roger...do you remember the good old days? I remember when Microsoft went public (1986 or 87). They had been in business for about 8 years, had a few hundred mil. in sales and were extremely profitable. Nowadays I would be happy to see a high tech IPO with a track record longer than 6 months, where I can expect to see profitable quarter less than 5 years after the offering, and which isn't bid up to a market cap of $1 billion within 2 weeks. I guess I just don't understand the new economic paradigm.