Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Peter V who wrote (10440)	6/23/1998 2:29:00 PM
From: rocklobster	Read Replies (1) \| Respond to of 18691

Hey, If you really want to throw away some money, Why not just send it too me, ROFLMAO...... Later, Richard

To: Peter V who wrote (10440)	6/23/1998 2:29:00 PM
From: larry	Read Replies (3) \| Respond to of 18691

AMZN and YHOO! might well hit 100 and 200 respectively in the near future. The valuation is really to high for me to trade in the long side, while I won't trade in the short side either. The best news for me is that MSFT, CSCO, LU and DELL are all READY to make a run for another 20-30% gain. These comprise of more than 80% of my current holdings. Also to my surprise, my only small and mid cap holdings (IDTC and GIFI) are also showing signs of a summer rally. good luck to all those internet issue shorters, larry!

To: Peter V who wrote (10440)	6/23/1998 10:09:00 PM
From: Bob Trocchi	Read Replies (3) \| Respond to of 18691

Peter V. >>AMZN - up and up she goes, where she stops nobody knows<< I decided to play around a little differently with AMZN's truly amazing market cap. AMZN has I think an "inventory" of 2.5 million titles. I know that it is not an inventory in the strict sense but bare with me. Assume they could turn over the "inventory" every 10 days!!! I know that is unrealistic but bare with me. That would be 36 inventory turns a year!!! Given their market cap today of $4.5 BILLION lets do a little arithmetic. 36 inventory turns times 2.5 million books equals 90 million book sales per year. Further assume that they get every book for FREE and they can keep the entire revenue stream for themselves. In order to generate revenue equal to their market cap, each book sold would require a price of $50/book!!!!! And remember this is based on getting each book for free and having a complete inventory turn every 10 days!!! I forget, they have ad revenue and CD sales, that must be what the market cap is all about! My analysis is about as foolish as their market cap but it is night time for me and I was just having some fun. I suspect that some of the financial wizards on this thread will throw a fit at my analysis but it is a little different approach. I think that Roger is correct that if you can wait it out and not get margin calls, it is free money, SOMEDAY. I still have not had the guts to short this one yet. Have a good night. Bob T.