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


To: fedhead who wrote (81862)10/26/1999 12:31:00 PM
From: John Chen  Read Replies (1) | Respond to of 164684
 
Anindo, Sorry being stupid. But I laugh out when I saw
your 'fundamentals behind these cos'? Get vesion 0.0.9.a
of Amazon's new metric, maybe you can get some clue there.



To: fedhead who wrote (81862)10/26/1999 1:18:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
I'll answer your questions in two posts. First isld:

dailynews.yahoo.com

Message 11704161

The stock looks terrific ST, given its current run and it's role as a sympathy play for Friday's blockbuster akam ipo. Depending on how well akam does, isld could run considerably from here ST.

With the Sandpiper acquisition, isld is now one of two players in a 10-20B market, so depending on execution, LT potential for the stock also looks terrific. Bottom line, isld, which was a nice little company to begin with, is now playing in the Big Leagues.



To: fedhead who wrote (81862)10/26/1999 1:31:00 PM
From: Robert Rose  Respond to of 164684
 
pvtl:

biz.yahoo.com

biz.yahoo.com

This is a riskier play, because less is known about it. pvtl's SI thread wasn't started until today, for example. But given the stock's stats (3.5M float, 400M market cap at yesterday's close, P/S of 4.5), it's position in the B2B sector, its chart, and the blockbuster msft/csco news, pvtl is very attractive in the ST, with perhaps LT potential as I learn more.