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: Eric Wells who wrote (86811)	12/9/1999 12:58:00 PM
From: Lizzie Tudor	Respond to of 164685

I wasn't reacting to your tone... mine is much worse anyway. Any writing I ever did was technical and I tend to come off a bit abrasive in these posts... but no matter, I don't mind arguing if you don't. I agree with many points about the mania that you and kissy and the bears raise. The one group of stocks that might pan out are the b2b's... this was something every company wanted in the past (and paid dearly for) but was not possible until now with the internet and standardization of erp platforms. So there is really something new in these b2b's and software is one of these things that can't be transitioned easily buy the customer. Plus the transaction revenue model is going to be great. So I like those stocks. The linux stocks and the phone.coms are really a mania though... there isn't much there, and larger competition is looming... no switching costs, etc.