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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jimleon who wrote (37430)	4/10/1998 12:45:00 PM
From: Chuzzlewit	Respond to of 176387

OT Jim, you and I have kicked the tires of many of the same companies, and I think we agreed that neither of knows how to value a growth company, or at least feels comfortable in attaching a value to them. Obviously, investors expect a great deal out of companies like YHOO, but I think I see potential problems. I view these companies like the vendors of yellow page telephone books. I think they share many of the same strengths and weaknesses. The biggest weakness I see is a low barrier to entry. The biggest strength I see is that they provide very focused advertising for their clients. But in order to generate the advertising revenues they need to get a large number of "hits" -- i.e. circulation. Anyhow, my two caveats for shorting are still: 1. Don't short grwoth stocks on the basis of valuation. 2. Don't short on the basis of TA Regards, Paul