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: put2rich who wrote (5733)	3/30/1998 11:59:00 AM
From: Tai Jin	Read Replies (1) \| Respond to of 18691

I just covered my YHOO short. I just don't understand the strength in the Internet stocks. And now that the Japanese can invest in foreign securities, I suspect that there will be lots of money flowing into US stocks. ...tai

To: put2rich who wrote (5733)	3/30/1998 1:21:00 PM
From: Pancho Villa	Read Replies (2) \| Respond to of 18691

TD: rationale for shorting AOL, YHOO? None. I am just plain crazy!:-) Well all I can tell you is that BMW just bought Rolls Royce at the hefty price of $570 Million. YHOO market cat is about 8-9 times this. AOL's is about 30 times this. IMO we are just in the middle of tulip spring time. Just listen to TV and Radio the net is mentioned directly or indirectly about once per minute or more! Will this traslate into significant profit for this companies? will these future expected earnings have a net present value of all those billions? The market cap of all internet companies combined (search engines, software developers: security, marketing etc) is probably im the order of 100 billion dollars or so at this point (just a wild guess). I have not covered either one but that is my choice. I have no opinion on whether people should go out and short them in the middle of all the hype. Pancho