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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (34594)	1/8/1999 11:04:00 PM
From: dfloydr	Respond to of 95453

Another weak link in internut price rationales, ie: Yahoo: Since Christmas my access to Yahoo here in AZ has been absolutely horrible during normal business hours .... one minute waits to even get a response .... and then downloads at 138 characters a second .... Consider this: while Yahoo is a great "portal", given a few dozen millions and a handfull of assorted programming talent, most of what they do could be emulated in Spokane or Tallahassee or Mumbai. So how much is Yahoo really going to be worth? Yes, IBM machines will now start up pointing to the Yahoo site as the preset home page. So the stock soars. But that setting takes about 10 seconds to change to any other URL the operator may prefer. Is something that transient worth a few billion in capitalization? It is no more significant than if all SONY TV's came preset to NBC Channel 4. A minute after unpacking the TV it could be set to any of a hundred other channels. I did some Christmas shopping on the net and use it about five hours a day, but the economic models in place do not make for a lot of money. Heck, a small program called @Guard, added to a Windows system, blots out all advertisements and saves lots of time and yet ads are what their business models are built on. Cockeyed! Have a Fine 99. Floyd

To: SliderOnTheBlack who wrote (34594)	1/9/1999 11:43:00 AM
From: marc chatman	Read Replies (4) \| Respond to of 95453

<<Ride the Oilpatch Recovery and Short the Net with the profits...>> Only short the net stocks if you have the highest tolerance for pain and short term losses. Short 1000 shares of YHOO or AMZN only if you have the resources and the nerve to withstand several 50 point up days in a row -- i.e., hundreds of thousands in short term paper losses. A friend of mine and I were talking about shorting AMZN at about 120-125 PRE-SPLIT! We never envisioned these routine 50 point up days. We didn't do it, but if we had we'd be living in cardboard boxes today. Yes, the monster rally in the nets will end; it may or may not end soon; it will end badly. But unless you are charmed, do not short. If you must, go long puts. The premiums are ridiculous, so I don't recommend it, but at least you will have capped your downside.