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.

Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (449)	9/30/1999 7:36:00 PM
From: qdog	Read Replies (2) \| Respond to of 12253

Dog biscuits.... Amazon and alot of the dot.com's biz model keeps changing as "they build" there business. Unlike the telcom operators that are building their business, they are still on track with their profitability forecast. Amazon keeps pushing the day further out. When are they going to suffer pricewise for broken promises? It gets to a point where I felt I was sinking money into a crackhead that was promising to clean their act up. Unlike QCOM, which as we all long timers felt was unfairly kept low, versus the highflying, pie in the sky companies that have no earnings whatsoever, they had positive earnings all along. Infrastructure builders (telecom) are where I have put my money on. I also own Oil & Services and companies like Ford, which I consider the most undervalued cash machine in this market. Drugs, which I think their is better living through and you can never have enough (just kidding) are also a solid investment. Financials are looking rather attractive as they have been beaten up lately. Transports are attractive, but I have never had much success with them. Which brings me back to Amazon. What happens when Fed EX jacks the rates due to higher sustain oil cost? What happens when the government finally starts nailing them with a sales tax just as they do with catalog, direct computer makers and brick and mortar biz? Worse yet, when the Wal-Marts and Sears start to leverage their brick and mortar and the Internet what will happen to these overvalued stocks? You can only keep promising pots of gold for so long, before folks start actually investing in the real thing.