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

To: Bob Trocchi who wrote (7122)	11/17/1997 5:31:00 PM
From: scname	Respond to of 9285

Shorted 500 LCOS too early. I don't believe they can start charging money, most people will just switch to another search engin. I wouldn't short YHOO because I use their Yahoo Finance site all the time, will have to pay them if they ask. Remember anyone can start a search engin,no barrier to entry. Hope to see sell on the news tomorrow.

To: Bob Trocchi who wrote (7122)	11/17/1997 5:34:00 PM
From: Don Westermeyer	Read Replies (1) \| Respond to of 9285

Bob, One thing that makes YHOO very different from AOL, MSN, and for that matter NSCP as they do not control a 'portal' to the internet. In the end it is very likely YHOO will end up with these other services being direct competitors. MSFT is in with LCOS and given MSFT's reputation life could be made very tough for the competition. If I had to go long on a stock I'd have to bet on LCOS, even though I think YHOO is a better service. Short term I think YHOO is an excellent short, if for no other reason 1.5 million shares are being added to the float from insider selling. It is only a matter of time before that drags the stock down.

To: Bob Trocchi who wrote (7122)	11/17/1997 6:37:00 PM
From: Pancho Villa	Respond to of 9285

Bob, >>Is this not like the early days of TV. Everything was free to the public. Now most everyone pays $20-$40/month for a cable hook-up. I thus would not be surprised to see the Yahoo's of the world start charging for this service sometime in the future. Then watch their stock price jump!!<< I think you may have read it in one of my previous posts. This is what scares me the most about Yahoo. It is also my home and I keep everything there. Despite this, I went short today. To big a move! In this still over priced market it will go down either on its own merit or with the market. I look forward to making at least $10/share. Pancho