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To: Bill Harmond who wrote (100286)4/12/2000 9:21:00 PM
From: KeepItSimple  Respond to of 164684
 
>Then again, everything good is expensive.

Failed Logic 101 in college, did ya?

Everything expensive is not good.




To: Bill Harmond who wrote (100286)4/12/2000 9:22:00 PM
From: Glenn D. Rudolph  Respond to of 164684
 
04/12 4:59P (DJ)
Story 5845 (AMZN, BPOP, CCBL, CMB, CMX, CPQ, CY, DELL, ETEK, FDO, GE, MMP)

Updated rating reiterations for April 12 from Briefing.com:

Name Of Company Symbol Firm Reiteration
Family Dollar FDO PaineWebber Buy
Caremark Rx CMX Banc of Amer Buy
MSC Industrial MSM Banc of Amer Buy
Viatel VYTL Banc of Amer Buy
C-COR Electronics CCBL CE Unterberg Strong Buy
Popular Inc. BPOP Chapman Co. Strong Buy
Compaq CPQ Banc of Amer Buy
Dell Computer DELL Banc of Amer Buy
Phone.com PHCM CSFB Strong Buy
Terayon Commun TERN Lehman Buy
Motorola MOT Morgan Stanley Strong Buy
Motorola MOT Gruntal & Co. NT/LT
Outperformer
Vignette Corp. VIGN Dain Rauscher Strong Buy
E-Tek Dynamics ETEK Morgan Stanley Outperform
General Electric GE Prudential Strong Buy
Station Casinos STN Prudential Strong Buy
Cypress Semi CY Prudential Strong Buy

Maxim Pharmaceuticals MMP Prudential Strong Buy
Chase Manhattan CMB Salomon Buy
Amazon.com AMZN Salomon Buy

(END) DOW JONES NEWS 04-12-00



To: Bill Harmond who wrote (100286)4/12/2000 11:52:00 PM
From: GST  Read Replies (1) | Respond to of 164684
 
William: ARBA has 40m in sales. AMD has a billion. ARBA lost money. AMD made a bundle. Which one has the higher market cap? You guessed it -- ARBA. If ARBA had 25 times their curent revenue, and gross margins of 45%, then they would be worth their current market cap. Maybe in five to ten years -- if they survive.



To: Bill Harmond who wrote (100286)4/13/2000 12:30:00 AM
From: GST  Read Replies (2) | Respond to of 164684
 
William <everything good is expensive. Santa Monica and Palo Alto real estate is expensive> Real estate is a good example of how valuations move to excess. Hawaiians are experts on this -- ask anybody who has watched their skyhigh property values drop 10 percent per year, year after year, and still there is more room on the downside. Real estate is positional -- net stocks WERE positional -- but no more.