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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: McNabb Brothers who wrote (720)	1/14/1998 11:10:00 PM
From: Craig Richards	Read Replies (1) \| Respond to of 18691

I no longer consider YHOO a good short opportunity. AOL is worth somewhere around $10 billion, Yahoo! only a $few billion. Now that Yahoo! will have it's own internet service (Yahoo! online), and some people justify AOL's valuations using a per subscriber basis, I see a lot of upside potential for YHOO. If Yahoo's foray into internet access is successful, (and I think this is very possible, as they seem to do things better than AOL) they should be worth more than AOL, IMO.

To: McNabb Brothers who wrote (720)	1/14/1998 11:19:00 PM
From: WBendus	Respond to of 18691

Hank, I would not read too much into that filing. The shares being sold are by those people who were involved in the geocities purchase by the looks of it. Besides that, 815K shares is not all that much in the grand scheme of things and those selling are not directly related to Yahoo!. In order to take Yahoo! down, you are going to have to take the rest of the market down. There is a very bright future for Yahoo!, as they offer some of the best service the internet has to offer. In my opinion, AOL is a better candidate but the market is strong and reaction must be swift and decisive. I've played AOL twice in the past two weeks, burned the first time and recouped the losses on the next turn. I was luck and shorted effectively at 88 and covered at 85, the morning the down opened down 140. Wayde.