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: Bald Man from Mars who wrote (10527)	6/24/1998 8:51:00 PM
From: Pancho Villa	Respond to of 18691

I have no answer to any of your qestions. Back at the end of March I thought the action on AOL was due to window dressing:-) pancho

To: Bald Man from Mars who wrote (10527)	6/25/1998 10:46:00 AM
From: Bob Trocchi	Respond to of 18691

BMFM... >>You think the Amazon action is just window dressing ??? When is it going to come down ???<< If anyone REALLY know the answer, they could retire very rich. I have said before and I will say it again, AMZN will have some bounces but will not really start to tumble until they miss an earnings projection, stop growing as they have or the market itself has a disaster. Right now, IMO, funds are doing some window dressing for the end of Q reports. I suspect a pull back in July as Mutual Funds take some profit and God knows there has been some spectacular profit in the last few weeks. Beyond that, AMZN will "guide" the analysts, the analysts will issue their consensus, the whisper # will be a few cents higher and AMZN with their initial guidance will beat it. When this cycle breaks, the drop will begin and accelerate. I will end with the comment, that taking my own advice over the years has not made me rich yet, in $ that is, in other things, very rich. Good Luck Bob T.

To: Bald Man from Mars who wrote (10527)	6/26/1998 1:06:00 PM
From: Marconi	Read Replies (1) \| Respond to of 18691

Hello BMfM: AMZN should come down within 3 years--the time they are predicting accounting profits. In a sense, this parallels ZITL with A.D. 2000 capping them at less than 3 years time frame, and more practically like 1997 as the time frame (a little over a year time frame). I think if you accept this view, then one has to estimate the high or a a several highs and estimate the prudent positions to take up front. I am attempting to do that now, having gone short this week with synthetics at first, followed by shares short. Best regards, m