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: Don Westermeyer who wrote (18199)	6/2/1999 3:38:00 PM
From: Don Westermeyer	Read Replies (1) \| Respond to of 18691

Looks like the tulips are blooming again. FWIW - I stop-lossed out of all my i-nut tulip shorts today. Can't complain too much about things not going my way this time. I think I'll leave them alone for a while. Don

To: Don Westermeyer who wrote (18199)	6/3/1999 9:10:00 AM
From: Bob Trocchi	Read Replies (1) \| Respond to of 18691

Don... Re: AMAZON I found the following article in the current issue of Forbes that compares Amazon with Boston Chicken. Some amazing similarities. It reads much better if the two comparisons are laid out side by side but this is the best I could do. FYI Bob T. Amazon.chicken? By Daniel Fisher Amazon.com and bankrupt Boston Market owner Boston Chicken are two very different companies. But there sure are a lot of spooky parallels. Target: people too busy to cook own meals. Problem: limited patent protection on roasting of chicken. Stock: doubles to $24.25 on Nov. 9, 1993 offering, peaks at $41. Creative financing: pays franchisees' construction bills, then counts interest payments as income. Diversion: buys into Einstein/Noah Bagel Corp., another money losing food chain. Backscratching: Fawning analysts work for firms that share in underwriting fees, including: BT Alex. Brown Morgan Stanley Dean WItter Merrill Lynch Bonds: $600 million in equity like convertibles, sold when stock riding high. But debt must be repaid nonetheless. Target: people too busy to browse at nearby bookstore. Problem: limited patent protection on discounting of bestsellers. Stock: up 30% to $30 on May 15, 1997 offering, tops $60 by year-end. Creative financing: collects revenue from book buyers now, pays book publishers later. Diversion: buys into drugstore.com and HomeGrocer.com, other money losing Web sites. Backscratching: Fawning analysts work for firms that share in underwriting fees, including: BT Alex. Brown Morgan Stanley Dean Witter Hambrecht & Quist Bonds: $1.25 billion in equity like convertibles, sold when stock riding high. But debt must be repaid nonetheless.

To: Don Westermeyer who wrote (18199)	6/3/1999 9:14:00 AM
From: Bob Trocchi	Read Replies (1) \| Respond to of 18691

Don... Yet another story on AMAZON Amazon still a shelf above the competition By Troy Wolverton Staff, CNET News.com June 2, 1999, 5:00 p.m. PT news analysis Although descended from a brick-and-mortar Goliath, barnesandnoble.com continues to look like a David next to Amazon.com. full story at: news.com I have no position. I guess when it comes to direct INUT stocks either long or short I am called trocchi.chicken! Bob T.