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: Tom Hua who wrote (4649)	3/10/1998 11:39:00 AM
From: Pancho Villa	Read Replies (2) \| Respond to of 18691

IMO the smart people are selling stocks, not buying! Pancho Yes! this suckers will break down [internet stocks] and so will BFIT!

To: Tom Hua who wrote (4649)	3/10/1998 11:52:00 AM
From: Peter H. Hodge	Read Replies (2) \| Respond to of 18691

<<There were some discussions about internet stocks this morning on CNBC. I think around 10 EST. I didn't have a chance to watch it. Did anyone?>> I listened to it with one ear. The points that I noticed were when it was said they were overvalued and in the case of AMZN wouldn't show a profit until 1999...and only 2 cents then!

To: Tom Hua who wrote (4649)	3/10/1998 2:26:00 PM
From: Mongo Slade	Read Replies (2) \| Respond to of 18691

Breakdown in internet stocks? I hope so but most likely not. At this point I think there has to be some negative news to derail this ride up. My guess is that we will start to see some of the smaller players start to stall first. Then the market will get nervous and think that the Big Ones like YHOO, AMZN, and AOL might be next. Mongo

To: Tom Hua who wrote (4649)	3/10/1998 2:51:00 PM
From: Bob Trocchi	Read Replies (1) \| Respond to of 18691

Tom... >>There were some discussions about internet stocks this morning on CNBC. << I di not see that portion but I did catch a bit around 1:00. Bob Pazani was talking about an analyst, (did not get the name) who was stating how he places a value on companies like AOL. He uses an earnings forecast 2 years out and then gives it a 50 time multiple NOW! In the case of AOL, he computes a fair value of 140 based on his estimate of yr 2000 earnings of $2.80 That is a new way to value stocks (IMO)!! Bob T.