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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (71795)	3/11/2001 11:15:19 PM
From: JRI	Read Replies (1) \| Respond to of 99985

Spirit- Why buy when you can partner? Wal-mart talks to Amzn about a partnership, because they no there's no reason to buy now (if ever)...the stock will just be worth less months from now.....perhaps much less... Ditto Yahoo... I doubt seriously watching movies on the Net is a business that's going to run away from anyone anytime soon....broadband is getting rolled out much slower than most ever realized... I think buying Yahoo looking for the acquisition is nutz right now...the thing could be cut in half by the time that happens...

To: American Spirit who wrote (71795)	3/12/2001 12:19:45 AM
From: gfs_1999	Read Replies (2) \| Respond to of 99985

Agree with YAHOO short risk, IMO the big old companies will buy good Internet stuffs. Also I think that telecom sector will do the same thing. WCOM and YAHOO rumors and AMZN are the first signal, this could turn things more positives, Telecom sector needs less companies so that prices can stay stable. Too much competition. Bargain shopping season ? Semiconductor also could see mergers. Intel,Texas,AMD....is waiting for bargain? Regards GFS