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

To: Candle stick who wrote (3821)	3/2/1998 8:24:00 AM
From: TAPDOG	Respond to of 18691

Abelson hasn't been so negative since last September when AOL was at 75 and he very cleverly made fun of the ridiculous valuation of over $1,000 per customer. He thought AOL was worth less than $40 per share and I'm still waiting.

To: Candle stick who wrote (3821)	3/2/1998 8:29:00 AM
From: cellhigh	Read Replies (3) \| Respond to of 18691

can stic your quite the vocal bear.this is the third thread i've seen this exact same text.can you say short squeeze! do yourself a favor and vary your text a little,perhaps it will add some credibility.you should have heeded my pennant formation prediction!even your doji star was'nt confirmed,that should have warned you of the impending run.all the negative hype in the world wont help you now.cover ...fore its too late!

To: Candle stick who wrote (3821)	3/2/1998 8:56:00 AM
From: Ploni	Read Replies (1) \| Respond to of 18691

Subject: AMZN (and AOL) First, regarding AOL, I don't know if it's correct to say that they virtually have no competitors. I guess it depends if you view them as selling content, or merely access. I do use some of the content they offer (such as historical stock information), but for those who only use AOL for access to e-mail and the Internet, the IPO's provide plenty of competition. As far as AMZN, part of the problem is that the less-sophisticated investors (the ones who have generally been beating the pants off us smart shorts), don't distinguish between a company and its products or services. Most people like drinking Coca Cola, and thus think the company is a good buy, ignoring its high valuation and slow growth. Likewise, people appreciate AMZN, and don't consider that the company's valuation is insanely high. I used AMZN once, to send a book to a friend, and my only complaint was that their location in the Pacific Northwest meant that it took forever to deliver a book to my friend in Maine. They could have benefitted from a more centralized location, or a number of distribution sites. We have identified dozens of incredibly overpriced stocks, but the real issue is timing: How do we predict a top? How do we know when momentum has stopped, or merely taken a breather?