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 (64839)	12/20/2000 12:27:24 AM
From: Smart_Money	Respond to of 122087

"Bonds are smart money and equities are dumbest money, shorts are the smartest money." If investors just understand this they will save their MONEY. Brilliant post Anthony...I know it's a simple statement but it has a lot of POWER!!!!!!!!!!

To: Anthony@Pacific who wrote (64839)	12/20/2000 10:21:01 AM
From: StockDung	Read Replies (1) \| Respond to of 122087

NOW THEY TELL YA->Best to avoid Amazon.com stock, S.G. Cowen says PALO ALTO, Calif., Dec 20 (Reuters) - S.G. Cowen Securities Tuesday said it was best to avoid Amazon.com Inc <AMZN.O> shares, even at their current depressed level, since the online retailer faced significant challenges selling merchandise after the holidays and meeting its goal of profitability by late 2001. In an informal research note, analyst Scott Reamer said that while Amazon looked poised to achieve targeted fourth-quarter revenues of $1.05 billion, a bigger challenge awaited the company in the first quarter, when "consumer spending habits are likely to see their worst levels." "To the degree that an economic 'hard landing' is coming true, we believe it is having its affect on lesser online retailers in the fourth quarter and will complete its cycle in the first quarter with the stronger retailing players," Reamer wrote. "To the degree that Amazon has a particularly difficult first quarter revenue-wise, we think the Street could start to question anew their stated ability to reach some form of continuing profitability late in 2001." Reamer also noted that meeting stated revenue goals was not the only challenge Amazon faced this quarter. "The question now becomes one of 'at what cost,'" he wrote. "To what degree has Amazon been able to continue rationalizing (its) fixed and variable cost structure?" 17:40 12-19-00

To: Anthony@Pacific who wrote (64839)	12/20/2000 10:37:34 AM
From: StockDung	Read Replies (1) \| Respond to of 122087

RE:HAND->We license various technologies from third parties that have been integrated into our products. We believe that licensing complementary technologies improves our products in an efficient manner, allowing us to focus on our core competencies. Our most significant license is of the Palm OS operating system from Palm. We also license conduit software from Chapura, Inc.that allows for synchronization with Microsoft Outlook and CDMA technology from QUALCOMM. That is from the HAND S-1 Hand already has a Qualcom license

To: Anthony@Pacific who wrote (64839)	12/20/2000 11:39:27 AM
From: ztect	Read Replies (1) \| Respond to of 122087

Tony, bet you're having fun in this market. Do you see after a lot of tax loss selling and margin calls, the possibility of maybe a two or three week bounce or run in January for the "January effect" specially if this occurs in conjunction with a rate cut. When I see all the down grades by the the by the big name brokerage houses and IB's, I'm always of the opinion that this is when these "analysts" are accumulating. Conversely, when these same brokerage houses and IB's are making all their wild projections & upgrades seems to be when their selling. IMO they tend to be the consummate P&Der's Any thoughts on this ???????