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

To: M. Marquette who wrote (10778)	7/1/1998 1:28:00 PM
From: peter michaelson	Respond to of 18691

I shorted PTVL at $28 about 2 months ago, after which it declined to $24 but is now back up to $32 or so, presumably upon the internet mania. My thinking is that PTVL is AMZN's little brother, and will more or less follow AMZN, but with less run-up and an earlier fall-off. PTVL is probably more susceptible to competition than AMZN, as there are lots of large travel agencies out there, the airlines keep cutting commissions and I can think of hardly a single barrier to entry. One can simply look at the competition among traditional travel agencies to have a glimpse at PTVL's future. Great long term short - dangerous short-term, IMO. Best to all, Peter P.S. Take a look at my post over here if you'd like to see more weird hype - AGAIN! Message 5074560