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Technology Stocks : Booking Holdings (formerly Priceline) -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (1448)	5/23/1999 1:55:00 AM
From: B. A. Marlow	Respond to of 2743

Don't disagree with you, Tom. Have never said that PCLN isn't "overvalued." Where we disagree is that I take the position that, as long as the market holds and PCLN executes well (which I define as rolling out new product categories), it will not only stay "overvalued," it will become manifestly *more* overvalued. It's apparent that the Street is behind this thing in a massive way and wants to make it a "blue chip." Frankly, even without a single patent, PCLN's a better, more extensible e-commerce business model than AMZN or EBAY. And with its market cap, PCLN can buy just about anyone, including LCOS: Message 9612466 As you know, there are great shorts out there. PCLN just ain't one of them. Be alert. As a short, you're a press release away from oblivion. BAM