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

To: craig crawford who wrote (8793)12/23/1997 11:11:00 AM
From: vegetarian  Respond to of 9285
 
>>What's the consensus for YHOO's fair value? 10? 20? 30?

About 32, based on 97 est of 8c, 98 est of 35c, so with your logic we are in the ballpark.
Using this logic, AOL fair value would be 162, 90c for 97 and 1.66c for 98 so that would mean you should not look at shorting AOL till it goes to 324 ;-) but all those creeps who have upgraded AOL can hardly be used as a measure of how well AOL will do in the future bcause I doubt AOL has so much growth potential.
Also if Network equipment manufacturers are seeing slowing growth, why would AOL show such a high growth when a the networks already seem like a bottleneck for Internet access?



To: craig crawford who wrote (8793)12/23/1997 2:07:00 PM
From: Druss  Respond to of 9285
 
Craig--As of 11/97 Yahoo had roughly 4.4 million shares short.
This is on a float of 6.5 million. For those who are having trouble finding shares or feeling the Yahoo boa constrictor giving them a squeeze this is why. Sixty seven percent is a high percentage of the float.
Yahoo is moving up today too. Fundamentals will tell sooner or later but it may be painful waiting.
All the Best
Druss


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