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To: Sun Tzu who wrote (693)5/18/1999 9:02:00 AM
From: Cymeed  Respond to of 10714
 
<<< Personally I am seriously considering shortin the internuts after the option expirey. >>>

Sun, your analysis about the internet stocks are highly accurate and very informative. However, be careful of one big fan of the internet stocks - the Japanese money. A lot of money is flowing from Japan to U.S. again recently (dollar/yen rises). Most of this money probably went to the bond market where yield went up considerably recently. But some of the money, I suspect, went into the internut stocks as evidenced by the surprising late rally of internut stocks yesterday, with AOL, YHOO, and AMZN leading.

Good luck.