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To: DreamWeaver who wrote (9843)12/29/1998 1:59:00 AM
From: Bernard Levy  Read Replies (2) | Respond to of 12468
 
Hi Dreamweaver:

Re Internet stocks, I think you have generally the right
idea . A lot more money will be made in 99 by shorting
Internet stocks than by going long. The trouble is that I
am too much of a chicken. May be if the market tanks big time,
I will try to find an uptick to short one or 2 stocks.

Actually, in addition to the conventional Internet stocks, there
are quite a few stocks in other sectors which are awarded Internet
valuations on the basis of rather flimsy Internet connections:
BRCM, ATHM, TERN, and CMTO, to name a few. In this list, the
weak sisters are TERN and CMTO, who will form good short candidates
in case of a market meltdown.

Best regards,

Bernard Levy