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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Pete Mason who wrote (4454)	2/15/1999 5:29:00 PM
From: Mark L.	Respond to of 4634

Just curious, but have you checked out AMEN and TMSR? Both are loser companies who's nearly worthless stock spiked dramatically after announcing some Internet-related items. I personally believe both are significantly overvalued at present and have big short positions in both. Did I check them out? Well, I had given them both about 60 seconds. I guess that doesn't count as real research--but my point is that, while I may or may not have the best Internet companies, they're good enough. I rejected AMEN because I thought the idea of targeting Christians was a potentially good idea. I discarded TMSR because I didn't like the P/S ratio. Please note that these were not real analyses. They were simply necessities in winnowing a list of 200 companies. I never shorted PTUS or VIAS either. But ZITL, IAIC, SEEC, ACLY, and TAVA were good enough for a million dollars. That doesn't mean that the many people who chose PTUS or VIAS weren't smarter than me, since those companies may have gone down more.