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


To: microhoogle! who wrote (119697)3/8/2001 10:59:00 AM
From: GST  Read Replies (3) | Respond to of 164684
 
Between AMZN and YHOO, which one do yu think with trade in single digits first? I think Yhoo just might win in the "race to the bottom".



To: microhoogle! who wrote (119697)3/8/2001 1:29:35 PM
From: Olu Emuleomo  Read Replies (2) | Respond to of 164684
 
>>>YHOO in hindsight looks stupid after AOL/Time Warner merger
<<<

Yes, I have to admit that Steve Case was right. I was an AOL investor when they announced the merger and I took a big hit. I was quite pissed with Case then, but in hindsight, he was right.

--Olu E.



To: microhoogle! who wrote (119697)3/8/2001 9:20:09 PM
From: Victor Lazlo  Read Replies (1) | Respond to of 164684
 
<<Now the hunter becomes the hunted... >>

Well maybe not, with that preferred option poison pill.

It seems the yahoo managment is a bunch of egotistical ba%st@rds who care nothing about the shareholders. They put that poison pill through knowing they would make the earnings warning a couple of days later.



To: microhoogle! who wrote (119697)3/8/2001 10:32:03 PM
From: schrodingers_cat  Read Replies (2) | Respond to of 164684
 
>YHOO in hindsight looks stupid after AOL/Time Warner merger.

I have mixed feelings about this. It made a lot of sense to exchange over-valued stock for hard assets, although there was nothing to stop astute shareholders from doing this for themselves.

OTOH I think AOL/Time Warner is so large and diverse as to be unrunnable as a business. Time Warner never created a whole lot of value for the stockholder and I think the new company will probably do even worse.

P/s on AOL is 16 and p/s on Disney is 2.5. This suggests to me that AOL has a lot of room to fall.

YHOO's asset is they provide a good service to a lot of people and they have a great brand. Their problem is that they don't get paid for it. If they could find a way to charge a modest fee to their users then they could do very well.