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


To: H James Morris who wrote (102793)5/4/2000 5:12:00 PM
From: Mark Fowler  Read Replies (2) | Respond to of 164684
 
Jim take my advice...forget the stock market and go take vacation for a couple of weeks; after you'll have a better perspective on things and feel better. You can get to close to the market's daily noise which could be dangerous for your health.



To: H James Morris who wrote (102793)5/4/2000 5:46:00 PM
From: schrodingers_cat  Read Replies (1) | Respond to of 164684
 
Thanks for the article. I've been wondering recently what the impact of a sudden cut-off of VC money might be on the rest of the tech industry, if the slow down in the IPO market lead to VCs cutting back.

Venture capitalists poured a record $22.68 billion of new cash into start-up companies in the first quarter ...dwarfs the $6.16 billion invested by venture funds in the first three months of 1999.

Thats a lot of money, at an annual rate of $91bn versus $25bn last year.

I don't know what start-up business plans look like but if 10% of that is spent at SUNW, ORCL, CSCO, EXDS, INKT, FDRY and others, it may be responsible for much of the huge sales growth these companies are seeing...and a VC slowdown due to demise of IPO market might cause these companies to issue second quarter profit warnings come mid-June leading to severe falls in the nas.

OTOH maybe there's so much money in bank accounts waiting to be spent that profit warnings might not materialize for several quarters, if at all?