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.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: GST who wrote (66041)	7/2/1999 9:16:00 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

>>1) The net stocks are highly sensitive to interest rates and liquidity. They need a very liquid market to move up in price (high rate of growth in money supply). GST, could you please explain why ? You've stated it many times, and there is definitely some truth to it. But by what mechanism ? What is the detail of the connection ? Your results in speculating in amzn can vary from negative 60% to positive 300% in a couple of months. How can a half percent variation in interest rates drive that ?

To: GST who wrote (66041)	7/2/1999 11:07:00 AM
From: John Donahoe	Read Replies (1) \| Respond to of 164684

Jul 2 1999 6:04AM ET Stocks and Bonds in Economic Tug-of-War jetson.cnbc.com

To: GST who wrote (66041)	7/3/1999 10:13:00 AM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

The growth potential of the net stocks can only be appreciated when you look at the big leap that is about to happen in net related business in Asia -- this is part of a larger revolution that will make everything else pale in comparison. > I know you are bullish on aol, softbank and amzn in asia. Any other companies you see doing good things there? Also, will you be investing in China.com? If so, aftermarket I assume? And thru Merrill ADRs or how? ps. What is an ADR anyway? LOL tia, Rob