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


To: Bill Wexler who wrote (8278)12/13/1997 2:38:00 AM
From: Bearded One  Respond to of 9285
 
#4 The Search Engines

LCOS max market cap of 600 million
YHOO max market cap of 2.5 billion
XCIT max market cap of 550 million
SEEK max market cap of 420 million
Total: 4.07 billion dollar market cap, not including whatever
value people place on altavista, hotbot, looksmart.

Total earnings last 4 quarters: -105 million dollars, not
including whatever was lost on altavista, hotbot, looksmart.



To: Bill Wexler who wrote (8278)12/13/1997 7:56:00 AM
From: Roger A. Babb  Read Replies (1) | Respond to of 9285
 
Bill, I think the CTXS story will eventually make your list in 4th place. "Just close your eyes and buy"



To: Bill Wexler who wrote (8278)12/13/1997 11:18:00 AM
From: Michael Berkel  Read Replies (1) | Respond to of 9285
 
Sorry Bill, I am a little bit of a rookie here..what do you mean by #3
- Bre-x.
Thanks for the clarification.

Michael B.