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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 (11677)7/18/1998 7:02:00 AM
From: John Hunt  Read Replies (1) | Respond to of 18691
 
A sucker bet

stocksite.com

<< What's wrong with all this, of course, is that none of these Internet companies are worth anywhere near what the media is reporting -- and it doesn't take a brain surgeon to figure it out. >>

Nothing new, just a good summary of the depth of the current mania.





To: Roger A. Babb who wrote (11677)7/18/1998 8:07:00 PM
From: CalculatedRisk  Read Replies (2) | Respond to of 18691
 
My thoughts (FWIW) on Y2K and Dr. Yardeni:
exchange2000.com
Regards, Bill



To: Roger A. Babb who wrote (11677)7/18/1998 10:24:00 PM
From: S Shaw  Respond to of 18691
 
Roger:

Take a look at Smart Talk (SMTK). I think we covered too soon last spring. After dipping recently, it has made a comeback. They just did some kind of placement which looks like a discount covertible or some such thing. I seriously doubt that their balance sheet has improved? Any thoughts?

Scott Shaw


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