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

To: larry who wrote (7436)	4/21/1998 1:18:00 AM
From: Don Westermeyer	Read Replies (1) \| Respond to of 18691

Larry, I've not been playing with KTEL. All the internet stocks are too much a crap shoot for me. One day the liquidity in the market will dry up and things will go very bad for companies with the valuations given to AMZN, YHOO, etc. I certainly agree the retailers like AMZN are basically a hopeless case. The big thing holding the price of AMZN and company up is the tiny float in these stocks. I can't say YHOO's valuation is realistic either, but at least it is not a commodity business with razor thin margins. FWIW - I've been mostly in the non-sexy oil-service stocks since early Feb.