SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: RockyBalboa who wrote (16635)1/7/1999 1:45:00 AM
From: mchip  Respond to of 18691
 
I agree ToxiC! :-)

I've been shorting the "scams" and converts(enml,zona), short playing the "inut me too's" that are hype(imal, skym...). But going long selective inuts. The internuts are hot, from momo's, traders and the thousands of new investors enabled by online trading who are Inet sensitive. Valuation/market cap! does not matter... yet. Too much money to distribute in Jan... and the Internet is the latest "Gorilla Game" in town (interesting book "The Gorilla Game" recommended BTW)
I took some losses from the inuts (AMZN in particular!) shorting on valuation, before I changed my outlook from valuation to perception and momentum.

Christian1310... BTW what do you think of AND these days...