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


To: McNabb Brothers who wrote (8175)12/11/1997 12:50:00 PM
From: Pancho Villa  Read Replies (1) | Respond to of 9285
 
Brothers: I wonder what is going on with AHP they are putting out press releases like crazy! Wait till the [Redux}lawsuits hit! Then all the BS will wash out!

Pancho

PS: AOL the CEO is being rewarded for being honest! What a nice honest guy let's buy more AOL!

In CNBC when they asked him about competition he said it was mighty competitive out there: Cable, phone companies, little guys, etc. When will advertising revenues take over membership revenues?: well can't promise anything short term... And the best one: the guy almost had a heart attack when they asked him if they would consider lowering fees from 19.95 (their margins are silch even at 19.95). MCI is giving me 14.95 three bucks lower than internet MCI. I am gonna switch!

Just can't understand the analysts. Buch of incompetents with MIT, Harvard, Warthon, etc. etc MBA's

Pancho



To: McNabb Brothers who wrote (8175)12/11/1997 1:21:00 PM
From: Franco Battista  Respond to of 9285
 
Don't know why this stock is up, but expect a news announcement.. someone knows something! Also short AOL and waiting for reality to set in on this one. Did you notice how strong momentum stocks have been today AOL, Ctxs, Yhoo, even Dell. We need specific bad news on these companies to see them fall to reasonable levels. However don't expect any of these to come out and announce earnings shortfalls.



To: McNabb Brothers who wrote (8175)12/11/1997 2:57:00 PM
From: Timoteo  Read Replies (2) | Respond to of 9285
 
I don't understand the strength in AOL but it looks more and more like a blowoff top is in the making- maybe 100? I'm still worried about this one. Covered DELL and went long AMAT and LHSPF. Will reshort DELL @ 93 or above. Holding the trigger on CIEN. Some good points made by Pancho and Roger.

Best Wishes,

Timoteo