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

To: McNabb Brothers who wrote (17088)	1/18/1999 11:16:00 PM
From: Kailash	Read Replies (1) \| Respond to of 18691

Hi Hank - Internutz are increasingly being made unmarginable; TokyoMex is claiming this is now across the board - Message 7328453. Can you confirm this, or part of it? I'm not seeing it on Datek. What do you think of the idea that (if true) it represents a centrally orchestrated move by the Fed to take some wind out of the sails of the flightiest foam of the market? Re. Imon, the talk of the day. Looks to me like a shell - they used to make sports equipment, lost out, and did a quick switch to cash in on the internet mania. Lots of stock being sold by insiders, the CEO posting on Yhoo (apparently; I haven't verified this). The product seems silly - a program that runs on your local computer gathering data from search engines and presenting it as a slide show. Anyway, I'm short a small amount and may short more on Tuesday; people expect a big gap up and may well be right, but I have a feeling insiders are outsmarting the investernutz (hey, just made up a nice term). Kailash

To: McNabb Brothers who wrote (17088)	1/18/1999 11:20:00 PM
From: Roger A. Babb	Respond to of 18691

Hank and xcr600, I think that IMON will spike up higher before crashing, hope we can pick the right place to enter. With only 7 employees plus already a floorless, its future looks bleak. So they have some fancy type of search, I doubt that it is anything the big caps can't quickly duplicate if it really has any value. But they do know how to write exciting press releases and this market seems to want to go up............