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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Wolff who wrote (19629)	3/11/1999 1:36:00 PM
From: Smilodon	Read Replies (1) \| Respond to of 122087

I agree on GEEK as an eventual short. Looked at them when they were private and wouldn't touch them because of the commodity business they are in. They claimed their competitive advantage was their phone number 1-800-Be-A-Geek. Yeah, that's defensible. Even the regional IBank that took them public is shocked at where they are. Pure internet hype. And the nice thing is they have operations that can be measured and will likely disappoint. A good long term short, but picking your entry point is trecherous. Still, being in a bad business with a high valuation makes it too attractive to ignore. Regards, Archer