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To: fedhead who wrote (11557)6/30/1998 7:59:00 PM
From: craig crawford  Read Replies (1) | Respond to of 27307
 
>> What do you think about XCIT and SEEK ? Are they shorts as well? <<

Never have liked SEEK, but hey--it's an internet. The one trade I have done with SEEK has been a short. XCIT I like much better (it's smack dab in my profile of favorites), but due to it's smaller market cap you have to worry more about a takeover.

I think LCOS the "laggard" will start to catch up to it's brethren and that is the one I have beeen playing the last couple of days.

When I decide I really want to short the internets I will probably pick AMZN, the most egregious valuation joke of them all. I like that they have lots of debt as well. Debt always sucks, YHOO doesn't have that kind of baloney.