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.

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

To: schrodingers_cat who wrote (115211)	1/12/2001 7:51:18 PM
From: Danny	Read Replies (1) \| Respond to of 164684

There is one big difference here, though. Last quarter when ARBA reported, its stock was north of 100, but this time around, it is around 40. Certainly, street was not looking for a repeat of that kind of performance. I think ARBA delivered a great quarter considering the market condition and the penalty it took in the last 3 months. On the other hand, I also think ARBA should be a little bit more upfront about what is going to happen in the future.

To: schrodingers_cat who wrote (115211)	1/12/2001 8:14:50 PM
From: GST	Read Replies (1) \| Respond to of 164684

Cat: The trajectory of growth is indeed slowing rapidly -- as anyone sensible might expect. The only thing that surprises me is the reaction here -- many seem to want to believe that the market reaction today was an aberration -- a mistake that will soon be corrected. It looks fully valued already to me. Good luck.