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


To: GST who wrote (97782)3/29/2000 10:55:00 PM
From: BGR  Read Replies (2) | Respond to of 164684
 
GST,

Let me make one thing clear. I have no comments about AMZN. I do not invest in AMZN. Never have in the past. I am 100% invested in the US market, but not in AMZN. So, let's drop that red herring.

Now, I am originally from Asia. If I thought that Asia was the place to be, I would not be here in the USA. BTW, what makes you think that the postal savings will stay home given that Japan is still trying to shrug off its recession? Incidentally, regulations for foreign investments have changed.

This is not to say that SoftBank is a bad investment. I am just trying to understand the reason for your bias, as I find it just as ridiculously overvalued as most US dot coms, going by the popular valuation methods that most value investors use.

-BGR.



To: GST who wrote (97782)3/29/2000 11:20:00 PM
From: Robert Rose  Read Replies (3) | Respond to of 164684
 
<Does Softbank have a valuation problem? Think of it this way. Asia is the place to be. Softbank covers Asia like
nobody else. They have investments in 300 net firms -- do you think anybody knows what it is worth? Not a chance. Not me. But they are in the right place at the right time. >

Ha Ha Ha Ha Ha Ha Ha!!!!!!

Now try these on for size:

"Does *Ebay* have a valuation problem? Think of it this way. *Auctions* are the place to be. *Ebay* covers *auctions* like nobody else -- do you think anybody knows what it is worth? Not a chance. Not me. But they are in the right place at the right time."

"Does *ICGE* have a valuation problem? Think of it this way. *B2B Incubators* are the place to be. *ICGE* covers *B2B startups* like nobody else. They have investments in *75 B2B* firms -- do you think anybody knows what it is worth? Not a chance. Not me. But they are in the right place at the right time."

"Does *HGSI* have a valuation problem? Think of it this way. *Genomics* is the place to be. *HGSI* covers *genomics* like nobody else. They have patents on *6,000 genes* -- do you think anybody knows what it is worth? Not a chance. Not me. But they are in the right place at the right time."

Etc, etc, etc.

Ha Ha Ha Ha Ha Ha Ha!!!!!!!!!!!!