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.
Strategies & Market Trends : 50% Gains Investing -- Ignore unavailable to you. Want to Upgrade?


To: Dale Baker who wrote (13640)12/28/1999 8:18:00 AM
From: IEarnedItRespond to of 118717
 
ROFL Dale. Great article. We knew all this months ago. Nice to know that the "experts" are using the same SWAG and PFA analysis that P&Ders use. LOL

OK back to work for me. Thanks for the morning laugh.

:-)
JD



To: Dale Baker who wrote (13640)12/28/1999 8:32:00 AM
From: Richard TsangRead Replies (1) | Respond to of 118717
 
Good article, Dale. However, I am not too optimistic about the e-tailers despite the surge in transactions. It appears to me that there are good reasons behind the pullback in some of these big names. They just take too much advertising dollars and infrastructure buildout to be able to handle business at peak seasons - not an good model to produce future cashflow going forward.

I agree the transactions in B2B area will be huge going forward. This will almost certain translate into productivity gain but I am not sure of the impact on the bottom line of Corporate America. Most companies will have to switch gear and change the way they operate. Most will feel that their margins are hurt as they cannot increase price which can only go down - not a business model Corporate American management are used to, except in the Tech arena. JMHO.

Got to go.
Rich