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: Tom D who wrote (84720)	11/20/1999 7:29:00 PM
From: KeepItSimple	Read Replies (1) \| Respond to of 164684

>I don't know how much longer the fools will bid up the price They will bid them up until the last speculator runs out of money. And even then, it will take a while. The NYSE just voted to allow daytraders to use 200% margin instead of just 100%. This kind of insane over-valuation has beeing going on for 3 years. There is absolutely no sign it is even beginning to slow down. If anything, it is accelerating upward in a parabolic moonshot. I was very surprised when the SEC announced last week that they were going to force internut companies to stop reporting ad-bartering as actual revenue. That is a very unwise move, as ad-bartering accounts for at least 25% of total internut revenue. If you take away that avenue of fraudulently cooking the books, a lot of internut companies are going to be up the creek without a paddle to confuse investors with.

To: Tom D who wrote (84720)	11/20/1999 10:05:00 PM
From: H James Morris	Respond to of 164684

Tom, these are the medical/health/dental that Goldman have on their B2B watch list. Allscripts,BioMedNet,CareInsite,Claimsnet,DentalXChange,Dexpo, eMed Technologies,Healtheon,Medibuy.com,Neoforma,Pointment,Promedix,and SciQuest. BTW, Goldman has publicly declared that they are invested in Hlth, but they now don't like it. Wow!! I'd like to recommend you try to get Goldman's Nov 1999 book. B2B: 2b or not 2b. B2B e.Markets. You can call Goldman at 212-902-1000, and ask for it. If not I can snail mail it to you. Ps The only Goldman/KP presentation was from soon to IPO e-Steel. E-Steel will compete with MaterialNet,MetalSite, and VerticalNet.