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Pastimes : jach's 1999 Amazing Stock Predictions (CSCO, AMZN, etc.)

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To: jach who wrote (11)1/6/1999 2:13:00 PM
From: The Phoenix  Read Replies (1) of 58
 
Jach,

Glad to see you like your thread. VNTV 'eh... Well, I'll bet you CSCO see's a bigger percentage gain that VNTV this year. The technology VNTV has is not all that exciting and will have difficulty seeing significant revenue gains this year. Given they're operating at a loss with current sales I don't see any breakthroughs with the stock price...which I might add is at resistance.

PERI on the other hand looks interesting. Problem is everyone is buying big caps. Every year the analysts say that small caps are the place to be and every year the big boys outperform. PERI will get bought...... That might be the ticket there.

Finally, I agree with you on AMZN. This is a good franchise but it is WAAAAAY ahead of itself. I just can't stomach a multiple like AMZN which, although there are barriers to entry, they are nothing like that of a hardware/software manufacturer. This is why CSCO, MSFT, and INTC will continue to dominate their markets through 99....

OG
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