SI
SI
discoversearch

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.
Technology Stocks : S3 (A LONGER TERM PERSPECTIVE) -- Ignore unavailable to you. Want to Upgrade?


To: bob yahnke who wrote (11335)6/25/1998 8:03:00 PM
From: Zeev Hed  Respond to of 14577
 
Bob, but I just sold YHOO to buy SIII (after I sold SIII to buy YHOO, these two are perfect counterplays in my account). I do not think that from 152 I have a chance in two months to get more than 200 on YHOO, but from 5.125 I have a pretty good chance to get back to 7.125 on SIII in the next two months, after that, my turnips are saying that the semis will resume their bear market trend.

Have a good one and relax.

Zeev



To: bob yahnke who wrote (11335)6/25/1998 11:01:00 PM
From: Parker Benchley  Respond to of 14577
 
Bob,

Oh wow. Thank you. I will heed your advice for the rest of my existence on this little planet and thank the universe for such diplomatic, useful wisdom such as yours. You are a true politician, a seer, and all purpose oracle, a genteel observer of the obvious and everything I wish I could be as a ...human. (Sniff..) Thanks for your kindness Bob. You're really.....nifty.

Onward,

George



To: bob yahnke who wrote (11335)6/26/1998 10:39:00 AM
From: Michael  Respond to of 14577
 
Bob, you call this stock a non-performing asset. Look at the chart. If you got in and out at the right times you could have seen in the past couple of years:

-Run from under 5 to 8.5 (this year)
-Run from 5 to 23
-Run from 7 to 18

Granted, it is in the dumps now, but it will run again.



To: bob yahnke who wrote (11335)6/26/1998 12:07:00 PM
From: Don Earl  Read Replies (1) | Respond to of 14577
 
Hi Bob,

YHOO is probably the biggest short squeeze in the history of the NASDAQ. The idea that a company that has been public for two years, has lost more money than they have made during that time, has a book value of around two bucks, and is trading for over $150, is absurd. Anyone with half a brain can look at the fundamentals and say the stock "might" be worth $20 on a good day under unusual conditions. However, when you take out what's owned by institutions and insiders there isn't enough stock floating around to cover all the shares that are being sold short.

Personally, I sleep much better owning stock that could be liquidated for more than I paid for it, than I would owning a stock that is trading at 75 times book. It's your money and you can do whatever you want with it. Unfortunately, the rules of etiquette governing postings on SI inhibit me from expressing my full opinion of the intellectual capacity of those that are long YHOO.

Regards,

Don