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) -- Ignore unavailable to you. Want to Upgrade?


To: Robert Rose who wrote (80260)10/12/1999 12:04:00 PM
From: Jan Crawley  Read Replies (1) | Respond to of 164684
 
Robert, Eric is very much issue-oriented. He discusses the market, the stock of Yhoo/Amzn/ebay....He is not interested in being right/wrong at all. (I apologize to Eric for discussing "Eric")

If I may, I would like to pick up the subject(nets fundies) again later today. Btw, I bought "Gorilla Game" and will try to read it in Hawaii. <g>



To: Robert Rose who wrote (80260)10/16/1999 11:32:00 AM
From: Jan Crawley  Respond to of 164684
 
Jan, I am surprised to hear you say you are paying attention to fundamentals here, because many times in the past I have seen you state flatly that you do not pay attention to fundamentals, only technicals are of interest.

Hi Robert, regarding Amzn's fundamentals. (all IMO)

Amzn has no Fundamentals as of todate therefore I don't do/follow the F/A analysis. I pay attention to Amzn's MARKET analysis only, due to it's market value. My criteria for the analysis:
a. Micro--supply/demand(such as float, short, who owns what at when), trading cycles(e-month, summer lows, big bad octs..etc), Bezos' do or die strategies.
b. Macro--The nets market and the whole market.
c. What choices do the institutions have if they have to put the "super-growth" designated inflow to work if the general public wants to "risk 5% of their porfolios for 50% annual returns"

Nice weekend!