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: Bill Harmond who wrote (115238)	1/13/2001 1:57:07 AM
From: nokomis	Respond to of 164684

couldn't agree with you more ...here's another one siliconinvestor.com (on vacation, but follow my "people marks" occasionally <g>)

To: Bill Harmond who wrote (115238)	1/13/2001 2:03:07 AM
From: nokomis	Respond to of 164684

And one more to watch siliconinvestor.com siliconinvestor.com I THINK I was fortunate enough to catch AMZN's bottom??!!

To: Bill Harmond who wrote (115238)	1/13/2001 2:31:08 AM
From: schrodingers_cat	Read Replies (1) \| Respond to of 164684

>You guys are hanging up on sequential revenue growth rate numbers. For companies like ARBA, which are growing / evolving very fast, sequential numbers provide a much more accurate picture of the company's business. >Y/Y 4Q00 revenue was over 7x 4Q99 Yes, ARBA did very, very well last year, but its the future that the market cares about. I think you are suggesting that the slowdown in sequential growth this quarter is just an anomaly. If that were the case, then management would have guided higher, and would have come out with some reason as to why the revenue growth was low this quarter. ARBA is still a very fast growing company with a promising business in an exciting sector, but its not as fast growing nor quite as promising as it was before it reported earnings, and that is why the price came down today.

To: Bill Harmond who wrote (115238)	1/13/2001 3:42:18 AM
From: GST	Respond to of 164684

William: Now you are claiming that ARBA just announced a huge price increase??? "First the market will pay it even though it's a huge price increase"

To: Bill Harmond who wrote (115238)	1/13/2001 4:49:27 AM
From: GST	Respond to of 164684

Bill: I would love to hear the foundation for this one -- if there is any. "Second, nobody's coming along within three years with better technology."

To: Bill Harmond who wrote (115238)	1/13/2001 10:44:21 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>Lemme get in here. Billy, since this thread is not moderated you're welcome to say what you want. Whether I choose to buy into your hype or not is at my own discretion!

To: Bill Harmond who wrote (115238)	1/13/2001 8:15:23 PM
From: craig crawford	Read Replies (1) \| Respond to of 164684

William, you've been around the block a few times. Do you remember 1994? Didn't the Fed raise rates several times that year? Wasn't that a tough year for the markets? Didn't people make claims that CSCO's growth was slowing down and "Analysts declared LAN's had seen the last of their explosive growth"? Wasn't CSCO down 50% off it's high? Didn't they drop 26% after they reported a slowing in profits? Read this post, and then tell me growth can't re-accelerate! Message 1266583 P.S. I'm only in ARBA for a trade anyway, so I can appreciate both the bears and bulls arguments.