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

To: American Spirit who wrote (71820)	3/12/2001 12:39:40 AM
From: JRI	Read Replies (2) \| Respond to of 99985

American...any company losing money at the rate of Amazon does not have a "tremendous global franchise"....this is 2001, not 1999....hype doesn't cut it anymore.. If Amazon has such a great franchise, why don't they raise the prices of their books $5 tomorrow, and start making money? That's what strong global franchises do (make money).. Amazon needs Wal-Mart a heck of lot more than vice-versa.....the boys in Bentonville are as backwater as Buffett, and about as smart too...given Wal-Mart is in the driver's seat, and those guys wrote the book on tough negotiating, don't expect any sweetheart deals for Amzn...

To: American Spirit who wrote (71820)	3/12/2001 12:44:42 AM
From: American Spirit	Read Replies (1) \| Respond to of 99985

Bottomline, forget about the daily movements of the indexes (which can do a 180 in a heart-beat anyway) and concentrate on the cheapest takeover targets, best cash-rich bargains, most logical partners-in-need and also the eventual titans who will get these companies for bargain prices and then control it all. VZ, SBC, AOL-TW, VIA, DIS and MSFT may end up controlling most of the wireless-information universe, with T bringing up the rear once they gradually climb out of their hole, GE maybe making a big move and DT trying to be the Euro champion. Did I forget anyone? NT, ERICY, NOK, LU, EMC, SUNW etc. will all recover 40% from these low-low levels soon (and still be down 40-70% from their highs). IBM will stay strong and could gobble up all the little info/storage companies they want. Plenty of value there now. And contrary to what many say, little risk at these prices. I'd be very surprised if we dipped hard again before the rate cut. I think last Friday was the big blow-off day. And I completely disagree that YHOO will do down 67% as the other poster said. That would put it at $6 a share. ridiculous. YHOO is the #1 internet company in the world and the only truly global one. They're the future McDonalds of the internet. Worth 20 billion to the right company at least. That said, we'll see if I'm right.