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.

Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (53329)	3/18/2000 4:20:00 AM
From: Taki	Read Replies (1) \| Respond to of 122087

Get the great white shark Tony.Get him because he gets bigger and bigger, and in the end he is going to eat us all. Even though he is losing 9 out of ten trades against the great Taki. Yeaaaaaaaaaaaaaaaaaaaaaaaaaaaa.

To: Anthony@Pacific who wrote (53329)	3/18/2000 8:36:00 AM
From: eims2000	Read Replies (1) \| Respond to of 122087

Schapiro wrote. ``As such, some may view `spoofing' as indicative of the typical gamesmanship engaged in by traders,' her letter said. Gamemanship? I wasn't aware that this was supposed to be a game.:) rhansen

To: Anthony@Pacific who wrote (53329)	3/18/2000 4:23:00 PM
From: StockDung	Respond to of 122087

Thousands protest Serbian media clampdown By Vladimir Bozovic KRALJEVO, Yugoslavia, March 18 (Reuters) - Thousands of people staged a rally in Kraljevo on Saturday in the biggest protest against an ongoing clampdown by Yugoslav authorities on opposition media in Serbia. The protest in Kraljevo, central Serbia, came after Yugoslav authorities dismantled the main transmitter of the opposition-run local television station late on Friday, the third closure of a local television station this week. ``Under cover of darkness they seize our transmitter. To our tolerance they respond with arrogance, and now they want to silence our television - but this we will not allow,' Kraljevo Deputy Mayor Predrag Stojanovic told the rally. The crowd shouted ``We will not give up Kraljevo,' ``Red Gangsters' and ``Slobo, Saddam,' a reference to Yugoslav President Slobodan Milosevic and Iraq's Saddam Hussein. The slogans echoed chants heard during winter protests in 1996/97, when a united opposition mobilised thousands of people to protest against election fraud, forcing Milosevic to admit he had cheated in local polls. Serbian police and telecommunications inspectors earlier this week broke into television stations in Pirot, southern Serbia, and Pozega, western Serbia, closing them down. Several hundred people protested in Pirot on Saturday night for the third night in a row over the closure of their station. KRALJEVO GOT NO WARNING Kraljevo television officials said that unlike the other stations which were closed down, they had received no prior notice about irregularities or outstanding debts. They said Yugoslav Information Minister Goran Matic had been scheduled to appear on TV Kraljevo next week. ``We gave them no reason for this crime,' said Jelena, 55. Police kept a low profile, with only a few seen on streets leading to the central town square. The protest ended peacefully, but the crowd vowed to return on Sunday. ``We will have to fight for our television by walking the streets every day,' said Mirce, 37. TV Kraljevo's transmitter was destroyed last June during NATO's 11-week bombing campaign against Yugoslavia for its repression of majority ethnic Albanians in Kosovo. ``The methods in last year's NATO action and the one last night are different, but the motives and consequences are the same - media darkness and brutal abolition of the basic human right to free, timely and objective information,' Ibarske Novosti, the local media house which owns Kraljevo television, said in a statement. The Yugoslav Telecommunications Ministry said the transmitter on Mount Goc was ``dismantled' because the Kraljevo broadcaster did not have a valid licence. The ministry said earlier that 168 radio and 67 television stations across Yugoslavia were operating without licences. 16:03 03-18-00

To: Anthony@Pacific who wrote (53329)	3/19/2000 10:19:00 AM
From: allen menglin chen	Read Replies (1) \| Respond to of 122087

Tony and all thread followers, a must read! siliconinvestor.com (this is an excerpt from Fortune) A few pts "bolded" by SI poster HJ: Analysts of all stripes--from Morgan Stanley?s Mary Meeker on down to lowly researchers at the likes of the Aberdeen Group--increasingly derive a portion of their compensation, directly or indirectly, from the companies they cover Star analysts with solid reputations such as Meeker, Merrill Lynch?s Henry Blodget, or DLJ?s Jamie Kiggen must contend with the overload too. "In the technology world, there is no banking relationship without the analyst." : "In the technology world, there is no banking relationship without the analyst." ."Some companies are great about paying the money and getting covered. Call me jaded, but that is the way I understand it works." For the record, Fenik says this practice is much more rampant at other, bigger shops. How reassuring. Message 13233895 "The living dead have gotten away with murder because the public markets have funded riskier and riskier ventures," agrees Warren Packard, managing partner with venture capital firm, Draper Fisher Jurvetson. "Look at Amazon.com -- it could be the biggest living dead the public markets have ever seen." Message 13233135 Amazon.com, eToys, and 1-800-flowers are among the many e-commerce companies playing a shell game with "fulfillment costs," which are the expenses associated with warehousing, packaging, and shipping products. Offline companies usually record the expense on their income statements as cost of sales. But not dot-coms. A lot of them classify fulfillment costs as a "marketing expense." Why? Because cost of sales cuts directly into a company's gross profit margin. Many e-commerce companies already operate with extremely narrow margins and have little interest in seeing them trimmed further. The other benefit: The practice enables dot-coms to hide operational expenses amid the huge marketing costs that investors believe are a temporary splurge associated with establishing brand recognition. If investors realized that these "marketing" numbers concealed large portions of the business' permanent cost structure, they might change their opinion about the company's prospects. Textbook e-tailer Varsitybooks.com went so far as to dismiss auditor KPMG in October when it objected to lumping fulfillment costs under marketing expenses. The company's new auditor, PricewaterhouseCoopers, approved the practice.