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

To: Pancho Villa who wrote (5919)	4/2/1998 10:26:00 AM
From: vegetarian	Read Replies (1) \| Respond to of 18691

Every f*&^ing thing is interpreted bullish now; the market is going into a frenzy. Looks like there are no lessons learned from the past. Doesn't it look like a good idea to re-read Ben Graham's Security analysis? based on my understanding of his book his advice today would be to stay out of the market; neither long nor short! I suppose he never explicitly recommended shorting stocks; possibly for this reason of speculative manias that occur in the market.

To: Pancho Villa who wrote (5919)	4/2/1998 11:30:00 AM
From: Market Tracker	Read Replies (1) \| Respond to of 18691

A sampler of market caps - GE - $270 bil. MSFT - $213 bil. KO - $186 bil. BRKa - 81 bil. GM - $46 bil. -- AOL - $15.8 bil. YHOO _ $4.6 bil. AMZN - $2.2 bil. XCIT - $790 mil. LCOS - $686 mil. ONSL - $578 mil. They aren't bigger yet, but AOL is now 19.5% of the market cap of Berkshire Hathaway, and 34.3% of the market cap of GM. We may be in the process of re-defining "virtual reality" :) MT