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: GST who wrote (106721)7/29/2000 9:04:27 PM
From: Si_Detective  Read Replies (2) | Respond to of 164684
 
I see the March/April NAZ meltdown as valuation problem; stock has even the perfect scenario price in already. But now I see there's fundamentally problem; demand is slowing in PC, and esp. the wireless. Wireless has much semi content in it and it's one of the major driving force of this run up, now it's slowing.
I've been long the semis for sometime, but since the earning season started, I started to unload most of them. I am not eager to get in as I think this is not over yet.



To: GST who wrote (106721)7/30/2000 4:01:30 PM
From: Olu Emuleomo  Respond to of 164684
 
>>> I hope we do hot 3400 and bounce back --but to where?

Back to 4000. We will surely hit new highs next year. This year is toast!
My strategy is to buy the dip @ 3400. That's a 17% gain :-))

--Olu E.



To: GST who wrote (106721)7/31/2000 11:07:37 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 164684
 
75% share erosion. another 50-80% and we'll be on the high end of fair value.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News