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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 (14662)	10/19/1998 12:32:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 18691

Roger, what's the short argument for RNWK? They seem to be locking up wide acceptance through the IBM/AOL/NSCP deals. I can understand if you think streaming audio is just a hula-hoop, but it strikes me as risky compared to some other Internet plays. RNWK fought the MSFT beast and seems to have won, or at least survived.

To: Roger A. Babb who wrote (14662)	10/19/1998 1:22:00 PM
From: dfloydr	Read Replies (1) \| Respond to of 18691

<<Many of the losers we usually discuss are now below $5 and can't be shorted. >> I have noticed! So it is time to find the next crop<g>. My suspicion is that the next wave will be those that have depended on the access to easy money. Wallstreeters are howling about liquidity problems. Here in AZ the headline in Sundays paper was "Office building values down 10 to 20% in last 60 days" which is due to the reluctance - or inability - of lenders to lend ie: this is not (yet) a vacancy problem. Vacancies are showing in retail. This situation could hurt a number of players in various industries. Floyd