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

To: Pancho Villa who wrote (4569)	3/9/1998 7:36:00 PM
From: Lazlo Pierce	Read Replies (3) \| Respond to of 18691

from the street.com, this statement is from a fund mgr who has big stakes in many of the internet plays <<The big worry for Cook is down the road when these companies turn the profit corner. "The concern in our group is when a company starts making a profit -- then valuation models come into play," he says. "You almost hope that they continue to lose money because traditional models come into effect," making their prices seem "absurd." Dave