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


To: McNabb Brothers who wrote (16952)1/12/1999 7:15:00 PM
From: Short A. Few  Read Replies (1) | Respond to of 18691
 
I was hoping you would hold out at least 'til Yahoo
and Intel announced. With Yahoo making par and then
some, lots of flapdoodle spread around, tomorrow may
give us yet more cap in these bubbles.

Hey, was anyone around for the biotech demise? Perhaps
there is one or two historical parallels which could be
instructive.

LOL,
SAF



To: McNabb Brothers who wrote (16952)1/12/1999 9:19:00 PM
From: Oeconomicus  Read Replies (1) | Respond to of 18691
 
Hank, you don't think INTC's blowout numbers will give the internut bulls another excuse to jump back in? After all, didn't Intel say that the high end Xeon chips were particularly strong? More server demand must mean more internet traffic, right? ... ergo, buy more YHOO!

Seriously, isn't INTC the best bellweather we have for the whole tech sector? Was there something in their conference call to chill everyone?

Anyway, if the market can't rally on good news from INTC, then I'm glad I'm sitting on some cash right now. We'll see tomorrow.

Regards,
Bob



To: McNabb Brothers who wrote (16952)1/12/1999 11:50:00 PM
From: Kailash  Read Replies (1) | Respond to of 18691
 
"Mark my words, the destruction of capital in the Internet sector is going to be spectacular.  Most of these stocks will suffer declines of 90% and many will disappear entirely.  With the total market cap of the sector already a couple of hundred billion dollars, its collapse will have a profound effect on the entire stock market and economy."

Fiend's Superbear Market Report from yesterday (Monday) at fiendbear.com



To: McNabb Brothers who wrote (16952)1/13/1999 8:29:00 AM
From: Timoteo  Read Replies (1) | Respond to of 18691
 
Hank- I think you're going to have a great say. Pretrading (executed) on Discover YHOO 355, AMZN 149, EBAY 230. This with an hour before the open. I just hope the internuts don't suck the whole market down-I think it unlikely longer term but it will be one volatile day.

Timoteo