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 232.88-0.8%Nov 17 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: HG who wrote (50354)4/14/1999 8:24:00 PM
From: Greater Fool  Read Replies (2) of 164684
 
Applying this concept to financial world, people need a reason to stop believing in the internet magic.

Beautifully put. And I'm wracking my brain trying to figure out what sort of event will be strong enough to make the fund flows significantly reverse.

However, both IPOs and the release of locked-up shares will dilute the per-share valuations. Maybe the end will come with a whimper and not a bang, as these dilutions erode the returns. Maybe eventually the dilution will happen faster than new money flows in, and share prices will decline. This might trigger a downward spiral.

But there's an incredible amount of money that theoretically could flow into the sector. Someone on this thread pointed out that the market caps of all the internets are less than Microsoft. So the upside is staggeringly high.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News