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

To: Dale Baker who wrote (10384)	6/21/1998 3:58:00 PM
From: Neil_L	Respond to of 18691

I also like and own some HWP puts for Jan 99. I think it will continue to struggle through the 2nd half of the year. I own some DISMR's (and want more) so I'm biased, but in response to Timoteo's post about DIS following the market, with which I agree, if the market continues to be bullish, I think the internet stocks will continue to go crazy. For the most part its liquidity driving the current market, and we know what liquidity does for the internet stocks. Ask yourself a question, six months ago when AMZN was ~ the high 20's, did you ever envision it @ 75 now...like me, obviously not, otherwise we would have been loading up the truck...PRST went to 200...all I'm saying is, if the market keeps going up, shorting successfully is very tough. On another note, when is Barrons and everyone else going to give up comparing AMZN to other booksellers. Right now its got nothing to do with books, they may as well be selling dirty underwear. I'm not sure whether it will ever come down to books, its the business model and brand recognition that wall street is salivating over. And given profitability is so far away, I keep asking myself wheres all the bad news going to come from? Only investor impatience, and thats hard to predict and I'm hoping easier to spot and follow behind. Good luck, Neil.