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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 (14666)	10/19/1998 1:50:00 PM
From: CatLady	Read Replies (1) \| Respond to of 18691

Roger, Do you see any opportunities in the MCK - HBOC merger? I'm long HBOC, thinking of shorting MCK.

To: Roger A. Babb who wrote (14666)	10/19/1998 3:38:00 PM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 18691

Dale, RNWK has huge loss and less than $60 million in revenue to support a $1 billion market cap. <sigh> YHOO 1997 revenues: $67 million YHOO 1997 net loss: $23 million YHOO market cap, Oct 1997 (pre-"crash"): over $2 billion Bear case: see above Wrong in 1998. Why right in 1999?