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


To: Roger A. Babb who wrote (9038)12/30/1997 3:56:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 9285
 
Hi Roger, I'm holding RMBS, but feel that earnings is the next impetus for the stock to move. I agree with you that lumping RMBS in with a YHOO or AMZN doesn't make sense. The main differential that I see is that the barriers for any RMBS competitors are extremely tough. Not so with selling books or services on the internet. At what price would you envision re-entering RMBS? Thanks, bp