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.

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

To: bob s who wrote (17632)	3/9/1999 12:04:00 AM
From: Tom Hua	Respond to of 18691

At 20 billion market cap for EBAY vs 3.5 billion for CNET it seems that maybe CNET is still an internet bargain. Bob, I agree. CNET broke out last Friday with very strong follow through today. Volume today is highest in CNET's history, surpassing the old record set last Friday. If EBAY can go on to gain 55% after the split one week ago, CNET can surely do just as well when the split becomes effective tomorrow. I'm bullish on CNET. Regards, Tom

To: bob s who wrote (17632)	3/9/1999 12:09:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 18691

These valuations are insane, but they are a fact of life. They shouldn't be shorted unless you have a lot of margin, tight stops or an incredibly good sense of timing. This is not the time for the average trader to short Internuts. Going long CMGI gave me my best single day ever in the market yesterday. I'm glad you backed off on CNET. No reason to throw money into a low-float, high-short interest bear trap. Wait until the next general Internut pullback. If you can get shares, CMGI usually retreats 30 - 50 % off new highs.