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

To: Marconi who wrote (14923)	10/29/1998 12:37:00 PM
From: Market Tracker	Read Replies (1) \| Respond to of 18691

Good afternoon Marconi. AMZN and all the internet stocks have totally bewildered me for some time now. I have never owned one of them, but do enjoy watching them as a purely academic study. I was originally trained in the Graham and Dodd school of fundamental financial analysis, and would just love to be able to hear Benjamin Graham's opinion on the internet sector, although I have a feeling what he might say if he were alive today. The current re-emergence of internet mania valuations, will only spell disaster at sometime down the road. When the final rush to the exits does begin, I sure don't want to be standing in the doorway, although the shorters will gladly be there holding the doors open. One of the keys to running a successful business model is having the capability to carry a greater and greater percentage of revenues down to the bottom line in the form of increasing profits, and that key has not yet been discovered by most of the internet players. They still have a lot of proving to do to entice me into them. All the best, MT