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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 (15215)	11/9/1998 3:34:00 PM
From: larry	Read Replies (1) \| Respond to of 18691

Roger, I guess that I have to appreciate your shorting YHOO!. I think that you will be okay since I believe that you have super deep pockets so that you have basically unlimited average up. However, I do believe that YHOO! has a great future and sure, the valuation is extreme. But what's the difference between a P/S of 100 and 200, or even 500? When people believe that YHOO! deserves a much higher premium than even Mr. Softie, the word valuation no longer exists. AMZN is another story. This POS has nowhere to go on business, yet its share price can again go to the roof. I am thinking of shorting DELL between 75-80 if it reports sth less than 0.30 on Thursday. I rarely shorted DELL and still hold a big naked puts position on it. Yet I believe that it will sell off at that level. Target cover price at 65-68. But you can have much better short candidates than DELL. This is simply a money machine. larry!