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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (6614)	2/6/1999 11:44:00 PM
From: Mad2	Read Replies (1) \| Respond to of 18998

C, With all the money (not just equity, but transactional) and attention comming into I-Net stuff it's still a bit early to pick the loosers (as evidenced by IBUY and Compaq). The loosers will ultimately be those without a franchise that run out of money because they can't make a profit. As a event trade I'd watch for NAVR's filing of Net Radio this week and plan on shorting them after they gap on the open for a quick buck. My blue chip short is DELL with softening in the corp pc market in the latter half of the year into 2000 DELL should get hurt more than others (pe of 110, price to book of 70). Mind you DELL doesn't need to go in reverse all they need to do is slow their growth. I think the DELL slide has begun and they won't see 107 again for a long time.