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

To: Roger A. Babb who wrote (8009)	4/28/1998 9:01:00 PM
From: Ploni	Read Replies (1) \| Respond to of 18691

Roger, What is the next play equivalent to ZITL? You suggest that the Internet stocks are parallel plays, but they seem to be dangerous to short, with unlimited upside. I guess it's always possible that YHOO will somehow become a broadcaster equivalent to CBS, and fight off the competition because of their head start and pretty name. I don't know if AMZN's head start and pretty name can save them from an eventual huge hit, though they are also doing well by buying smaller competitors and announcing stock splits. P.S. Did you or anyone else out there short ZZZZ Best several years ago? I imagine that some lucky shorts guessed that their sales increases were suspicious, before the walls came tumbling down.