SI
SI
discoversearch

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.
Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 233.23+1.8%12:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gary Korn who wrote (5872)6/13/1998 5:56:00 AM
From: JBL  Read Replies (2) of 164684
 
I am a new member of SI, and would like to submit the following to the thread.

For the past few years, investors have become more and more liberal in their approach of fundamentals of internet stocks, mostly because the bull market as been so strong and prolonged.

This being said, investors (or at least those that count -institutions and funds-) are still very conscious of the level of risk associated with these stocks.

Their tolerance for risk will be greatly affected by any prolonged period of stagnation or decline in the market.

I now live in Asia and believe the confirmation of Japan's recession this Friday is tremendously important for internet stocks, as this news will almost certainly lead to a few months of market stagnation at best, or world recession at worst.

The future of AMZN, YHOO, AOL, XCIT etc.. stock price is much more dependent on how serious the Japanese situation is, and how fast it develops, than on the numbers these companies produce.

I am right now 90 % cash and rest in AMZN Jan 99 Puts.


Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext