Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Roger A. Babb who wrote (2320)	2/5/1998 9:39:00 AM
From: vegetarian	Read Replies (1) \| Respond to of 18691

AOL has been a painful short for me since shorting it in the mid 70's; but I believe in the prospects of the company ;-). Who says shorts can't be long time investors? :-) I am very encouraged by the fact that for the last 3 days I have received 1 CDROM per day from AOL from different sources; shows that there is desperation of some sort on top of the lawsuit filed yesterday about inadequate resources to handle existing customer base. They are pyramiding and it can go on only for so long.

To: Roger A. Babb who wrote (2320)	2/5/1998 9:46:00 AM
From: Bob Trocchi	Respond to of 18691

Roger... Navigation site competition! >>C-net in content deal with Bloomberg << cbs.marketwatch.com Little by little the competition keeps heating up to establish general purpose navigation sites. IMO, AOL and YHOO are the leader today and command outlandish valuations. By next year this time, the competition will be very severe for advertising dollars. XCIT, LYCOS, MSFT, C-net, and who knows who else will be competing for a relatively fixed amount of ad dollars in any given year. It will be an interesting shakeout and I fully expect YHOO ands AOL to be hit the worst regardless of how good a company they are. Bob T. P.S. Also in the news, Is Netscape for sale? >>Snippert: Citing people familiar with the situation, the Wall Street Journal said today that Netscape is holding serious discussions with America Online (AOL), Sun Microsystems (SUNW), Oracle, and IBM (IBM). End snippert.<< Full story at: news.com