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

To: Oeconomicus who wrote (2559)	2/9/1998 6:02:00 PM
From: Don Westermeyer	Read Replies (2) \| Respond to of 18691

Bob, It will be interesting to see who follows AOL's lead in raising rates. There are so many local ISPs (apparently just about anyone can set one up) that pricing pressure will probably remain high. I'd sure like to hear why ELNK gets the valuation it does considering how much money they are expected to loose (sort of like AMZN)! The market seems to think this is a win-win situation for the ISPs as they all seem to be up significantly today. IMO, AOL is one more thing for the YHOO longs to get worried about.