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 : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Smart Investor who wrote (19173)1/26/1999 8:33:00 PM
From: oldcrow  Read Replies (4) of 27307
 
Smart Investor,

I've been thinking,

The problem with you shorts is your paradigm. You all operate from the viewpoint that net stocks will ultimately fail. Shorts refuse to accept that a revolution in commerce has occurred.

You can't turn it back. It's here.

Years back, don't you remember all of the grief that ATM machines took? Oh who's gonna use those things...they're not safe... they'll screw up my account....I'm sticking with a live person....these machines won't last more than a year....

...well...it's been well over a year, and they have become a part of essentially everyones lives...people are even doing their banking over the net now.

Shorts might do well to play the downside following major media announcements, but adopting a long term short strategy just simply won't work.

re: AMZN

1) who started the rumor about comments like that from Bezos ?(give us a break)
2) AMZN shorts continue to ignore the underlying growth that has just been reported....

3) nearly 65% customer repeat sales (talk about loyalty!)
4) How many hundred % revenue growth yr over yr?
5) just announced they're going to grow revenue sequentially (ooops...so much for a bad qtr next round)
6) and look at the shorts cling to the notion of low margin...well, keep on ignoring the fact that infrastructure is still being developed, that distribution channels and staffing are still being optimized, that brand name is still being developed, that the business is still being expanded into new markets...and over the next year as margins continue to improve (as management gets a handle on these areas) you better not be short.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext