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: Brett Nelson who wrote (5702)	3/29/1998 3:20:00 PM
From: S Shaw	Read Replies (3) \| Respond to of 18691

Pancho: I picked up a copy of Barron's and was sliding through it. They touched on the subject of accounting and employee options. I think they referred to MFST when they indicated that the cost of all the options is staggering. It was like an entire year's earnings. Secondly, you previously indicated that if you subscribe to Barrons there is a deal on the electric version of it along with WSJ. What exactly are the terms, if you know? TIA. Scott

To: Brett Nelson who wrote (5702)	3/29/1998 9:27:00 PM
From: Funda	Respond to of 18691

How about LCOS, XCIT instead of YHOO? Leader and Laggards Paradigm: most branches of the computer industry tend to get dominated by one big player: MSFT in software, INTC in CPUs, IBM dominated almost the whole industry in the 60s, 70s and 80s, SAP in MRP (Manufacturing Resource Planning), Oracle in databases and so on. On the current evidence, Yahoo is the most likely candidate for market dominance in its sector and hence could have a lot of hidden potential that is not immediately obvious - kinda like when Microsoft started off. While Yahoo is overvalued, it is the market leader and has a lot of "momentum" - who knows when that is going to turn. So why not look at LCOS and XCIT - they are Yahoo's competitors and they are also overvalued. In keeping with the leader and laggards paradigm in the computer industry, they are more likely to suffer earlier than Yahoo. I excluded Infoseek (SEEK), because it probably still has potential for appreciation. Funda Disclaimer: I have no current interest, short or long in any of the stocks mentioned here