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

To: Blacksmith who wrote (15607)	11/19/1998 11:32:00 AM
From: larry	Read Replies (1) \| Respond to of 18691

RJH, Thanks for your compliment. Probably you misunderstood me when I said that if YHOO! delivered, it would capture a market cap of 100 billion. I meant to say that if YHOO! were able to handily beat the well managed conservative first call number Q over Q, the issue will keep sky rocket up. This is a concept stock and somehow people are forcing themselves to believe that these concept stock will work. The wrost case can be found in EBAY and AMZN, which are 20-50 fold more expensive than arguable the best company in the planet, MSFT. Sure it makes things much worse for shorters as waves of short squeeze go on and on. It looks to me that the game can keep going on forever!:) I have never never seen anything like this and according to classic textbooks, this usually indicates a blowoff top. Anyway, does anyone see that DELL is being heavily shorted as if the issue missed the formal first call number? Maybe the short sellers really know sth. Currently I am both short and long on DELL. good luck, larry!