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

To: craig crawford who wrote (6083)	4/3/1998 2:12:00 PM
From: vegetarian	Read Replies (1) \| Respond to of 18691

>>For those who are heavily short, earnings reports in a week or two will be a welcome sight. Anything for an excuse to take profits on internet companies.<< Well last Q was released Mid Feb so are you sure that they will report in 2 weeks? I mean good cooks take time to prepare their food don't they? ;-) Also, the expectation out of them is modest 13c for the Q, even the next year earnings expectation is 85c; what I don't understand is that if Internet is said to exploding at a fantastic pace and if AOL is supposedly a key player why should the earnings expectation be lagging so badly? Yahoo research shows 2 analysts with a hold rating on them, any idea who they are? god bless those sane soles. I agree that AOL is a safer and more convincing short than YAHOO; although both are way overpriced, YAHOO does have class in their product, I love their new email system with the features they have provided and rapidly too.