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To: memflyken2 who wrote (18950)1/22/1999 8:45:00 PM
From: investz  Respond to of 27307
 
CNBC said that there will be cont. up and down swings next week with the net stock or even more so than last week. You may have to get lucky to get a good entry price next week.

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To: memflyken2 who wrote (18950)1/22/1999 8:52:00 PM
From: tonyt  Read Replies (2) | Respond to of 27307
 
>It hasn't a viable business model, unlike AMZN which may be losing
>money but at least has a concept in hand.

AMZN has a 'concept'? Selling books/cd's is now a 'concept'?

The 'Fad' of buying books/cd's from Amazon at inflated prices will fade this qtr. No one buys books on-line Jan-June (they're still reading the books they got for Christmas or waiting to cash-in their Amazon Cpn).

By Q2 AMZN will be below $50 (although I do expect another 'announcement' with Q4 results next week).



To: memflyken2 who wrote (18950)1/22/1999 9:21:00 PM
From: oldcrow  Read Replies (2) | Respond to of 27307
 
Memflyken2,

Kind sir,

Your entire first paragraph WAS the point I was making. The more negative the wires, the more likely it is that YHOO will rise (as you pointed out re: the negative article from Forbes). Historically, the more the "gurus" tried talking YHOO down, the higher it went....

suddenly they quit talking...(the momentum reversed)...they made their money short...so now its time to really pump out the negative crap (no holds barred) until all positions are covered, and the new 1999 long position is established....

...only problem is everyone knows that 250 was it (the bottom). making it a little tough to get maximum profit out of it.

It will really suck for them on Monday when YHOO gaps up 8 points.

Simply from a trading perspective, (fundemental arguments aside)....EVERY net stock (of recent timeframe) has risen into it's split date and spiked nicely the day of. You know it, I know it, and the street knows it...its about as easy as it gets...just as easy as it was to go short the day after the earnings announcment.

Why fight it?

As to your last paragraph,

>>Long term is easy. YHOO is doomed. It hasn't a viable business model, unlike AMZN which may be losing money but at least has a concept in hand. But ultimately you can't support $25 billion of market cap selling ad banners nobody wants to buy. That's the bottom line, plain and simple. It's just a matter of when YHOO crashes, not if. Good luck with your timing, everyone.<<

I think you have some more analysis to do re: YHOO's business model. If you would like some help in this area just ask :)



To: memflyken2 who wrote (18950)1/22/1999 9:27:00 PM
From: The_Guru_00  Read Replies (1) | Respond to of 27307
 
The scam with ZD was first reported here, by me, FWIW on December 1.