Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CNET: The Computer Network (NASDAQ:CNET) -- Ignore unavailable to you. Want to Upgrade?

To: AJ Berger who wrote (382)	2/9/1999 11:09:00 AM
From: AJ Berger	Read Replies (1) \| Respond to of 1133

Short is the way to be gosh, YHOO & CNET were such as easy short this morning as LCOS opened lower on its deal with USA. It's so clear that these deals value these Inets much lower than they trade currently. YHOO is much more vulnerable than CNET right now, despite CNET selling more % down. YHOO's historically a more dangerous short, so I don't recommend it to the casual investor. I'll probably walk away from shorting CNET today and concentrate on YHOO. Now that YHOO's split and earnings are over, there really is no reason left to buy it, now that LCOS deal values YHOO at less than 20% of it's stock price assuming they both get the same hit numbers. we'll know that 02/11 when LCOS announces its earnings for the quarter.