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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: bobby beara who wrote (21312)	7/6/1998 7:29:00 PM
From: Haim R. Branisteanu	Respond to of 94695

Bobby Beara, it may be but as I wrote before, I will not touch those Internet stocks either way. I am not so smart to figure them out.<ggg> At least Ros Telecom is a real company with real earnings and with substantial $,DM, FF, œ denominated revenue. Russian debt is trading around a 15% yield or 6 times interest income and the long distance company trades at around 26% to 28% yield - e.g 3.8 PE. Downside risk $12 3/8 upside potential ?, well half of YHOO today <ggg> but can be reasonable. As soon as the DUMA will pass the tax laws ROS will jump several points. In a nutshell adequate risk reward ratio. As to YHOO and AMZN will leave it for the SOS animals. BWDIK Haim