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

To: Roger A. Babb who wrote (3703)	2/27/1998 12:35:00 PM
From: phbolton	Read Replies (1) \| Respond to of 18691

Roger: One might think that Bertlesmann's entry into online books "Bertelsmann entering global online retail book business" bertelsmann.de (they also own part of compuserve europe, part of AOL-Australia etc and are in deep cahoots with AOL) might be considered bad news for AMZN. That it is completely ignored is just more confirmation of the double-bubble internet stock frenzy. I'm also short YHOO but not AMZN (yet).

To: Roger A. Babb who wrote (3703)	2/27/1998 1:39:00 PM
From: CalculatedRisk	Read Replies (1) \| Respond to of 18691

Roger, re:ZITL. Today's news looks real bad for the Zit! The guy that apparently obtained the small order with the Army has left for ALYD. There was no follow on order! biz.yahoo.com I covered most of my position around 10 (had to hold some <G>) - started shorting again today. Regards, Bill