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

To: Roger A. Babb who wrote (11460)7/13/1998 9:26:00 PM
From: Market Tracker  Read Replies (1) | Respond to of 18691
 
A most interesting C-Net piece faulting the business model of "portals".

Internet media companies--specifically the content aggregators known as "portals"--is predicated on faulty assumptions about the role and value of Internet advertising

news.com

Gary



To: Roger A. Babb who wrote (11460)7/13/1998 10:50:00 PM
From: Wowzer  Read Replies (2) | Respond to of 18691
 
Roger good luck with your Dell short. I agree that the stock is ridiculously overvalued given slowdown in PC sales, PC prices, Asian problems etc., but I thought that 50 points ago. I think they are a good short as well but don't have enough guts.

Rory


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