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

To: Peter V who wrote (12134)	7/29/1998 8:18:00 PM
From: put2rich	Read Replies (1) \| Respond to of 18691

Peter V, Is it easy to find shares of yhoo to short. So sad when I jumped out of amzn short term, then called back to short 5 min. later but no shares available since Tuesday. I think amzn is still sure bet to short back at this level, but don't know about Yahoo. Do you think the same to Yahoo, then I will short Yahoo tomorrow (100 shares the most)? Amzn will have some insider sellings but I don't know about yahoo yet. Thanks and good luck

To: Peter V who wrote (12134)	7/30/1998 8:39:00 AM
From: Graeme Smith	Respond to of 18691

I think eventually one day COOL is going to be a great short. Though as with all Internuts I wouldn't want to short it yet. I was searching for something through Jango (an electronic comparison shopper) and Cyberian Outpost came out consistly as one of the most expensive places to buy. If the Jango technology takes off it will effectively kill margins on any type internet shopping. When you can look at the price of a Palmpilot and see that one site has it for $250 dollars and another for $300 you will always go for the cheaper option. The $300 site can only compete by dropping their margin to breakeven point. As well as this technology killing companies like COOL by commodisizing internet sales, it is also very bad publicity whenever anyone uses Jango and notices that COOL is a $100 more expensive than other options.