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

To: Dan Ross who wrote (2442)	2/6/1998 7:04:00 PM
From: Robert F. Newton	Respond to of 18691

Re: AOL- I believe you're right on the money............... I've been considering a short position on AOL since the mid 80's..... I haven't pulled the trigger yet and am awaiting confirmation technically before I jump. I just hope I get on board the Southbound train before it falls from grace...... AOL is like the Chicago Bulls.....You just know the end of the run is near and when it falls; it'll be hard............................

To: Dan Ross who wrote (2442)	2/6/1998 9:06:00 PM
From: Pancho Villa	Respond to of 18691

Dan, RE: ISP's/AOL post: Great post. Pancho

To: Dan Ross who wrote (2442)	2/6/1998 10:30:00 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 18691

THE ISP BUSINESS at $19.95 will never be profitable..... It is now! News bulletin Dan - MindSpring makes money. Anyone who invests in an ISP is an IDIOT.... I confess; I must be an idiot. Not for buying MSPG at $9 though. Rather, for selling it at $21. Now, I can't say that I'd buy any business at north of $1000 per $20-25/mo. customer or at a 50 forward PE, but if the ISP business really sucks as you say, how do you explain their profitability? Remember, an overpriced stock and a bad business model are not the same thing. Regards, Bob