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

To: tcarnes who wrote (6931)	11/12/1997 10:36:00 PM
From: Pancho Villa	Read Replies (2) \| Respond to of 9285

tcarnes, thanks for view on trbo. You make at good point. They died out. I am up to looking at AOL as a serious candidate for shorting. Have to look at financial but IMO unfortunately $19.95 fix rate internet connection model is a lossing proposition. And the alternate source of revenues is very uncertain. IMO once advertisers realize we don't care much about the ads they will stoip advertising LET"S START A LITTLE TEST EMAIL ME IF YOU HAVE LOOKED AT MORE THAN 5 INTERNED ADDS CLIKED AND GONE INTO SITE(i.e., a broker an add for a BMW, an add for amzn) You see if people work like me (which they probably don't)they are just after their thing and don't care about any adds you see the media is veryactive. If you want a new car you just run a net search to find it. You do not loose focus and get deverted just because you so an ad in the net. Only one possibility the little icons work as a bill board and the little BMW logo does sell. any inputs (ALL) Will look af financials Pancho