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


To: Bob Trocchi who wrote (8003)4/28/1998 7:19:00 PM
From: Roger A. Babb  Read Replies (1) | Respond to of 18691
 
Bob, I am under water on ZONA too. Have shorted more. I think it is just going up in sympathy with PFE. Sooner or later the market will realize that PFE is a competitor, not a benefactor. In times past Zitel acted the same way, would go up every time a competitor announced a new y2k contract. The only y2k contract Zitel had got lost on the CEO's desk.............



To: Bob Trocchi who wrote (8003)4/30/1998 9:07:00 AM
From: Bob Trocchi  Read Replies (1) | Respond to of 18691
 
To All:

An interesting set of articles from Forbes on Internet Portals.

By Michael Noer

Through the looking glass
All-in-one entry sites to the web, dubbed "Internet portals," are the hottest trend of 1998.

forbes.com

Also for those who have the WSJ, Interactive Edition, an interesting story on "Premier Parks." Potentially a very over-valued stock.

April 29, 1998

Premier Parks Builds Big Dreams on Big Debt
By Vito J. Racanelli
Talk about a wild thrill ride!

interactive.wsj.com

Bob T.