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: Don Westermeyer who wrote (2663)	2/10/1998 5:09:00 PM
From: drakes353	Respond to of 18691

Sorry Don, my bad...not directed at you. Just a general comment. I do plenty of shorting myself. Mostly busted names cuz I don't have the guts to short the highflyers either.

To: Don Westermeyer who wrote (2663)	2/10/1998 7:46:00 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 18691

I don't think it will. In fact, I think that what's been going on with AOL is really bad news for YHOO, XCIT and LCOS. Even though the search engines (ahem...I mean "global internet media companies") were up a bit today, I'm wondering if people are going to take this opportunity to re-evaluate their business models. I agree with your assesment that AOL can now be considered a relative bargain. How's this for a gamble...if the market heads higher - sell AOL puts and buy YHOO and LCOS puts (I'm leaving out XCIT simply because of their relationship with AOL).