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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 (15662)11/22/1998 4:30:00 PM
From: anyer  Respond to of 18691
 
I disagree. ABC CBS viewership is declining; it's going to the net. XCIT, LCOS will be taken out within 6 months. Short if you must but don't potty pit stop, and don't be caught short over the weekend.

Regards,

Anyer { good article on DCLK & INKT offerings, institutions buying at Red Herring}



To: Roger A. Babb who wrote (15662)11/22/1998 4:42:00 PM
From: Don Westermeyer  Read Replies (1) | Respond to of 18691
 
AOL could make things quite difficult for YHOO, XCIT, etc. with this deal.

I wonder of the market really thinks YHOO is worth 5X the value of Netscape.

Of course using AOL's very expensive stock vastly increases the perceived value of the deal.


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