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

To: American Spirit who wrote (71826)	3/12/2001 1:16:01 AM
From: JRI	Respond to of 99985

Yahoo....one word: Google...$9 Billion a steal? Nah... Re: Amzn....slowing increasing prices....Yahoo started charging sellers on their auction site a fee for listing.....until that point, Yahoo was #2 in auction biz....after they starting charging the fee, they lost 90% of their customers... Don't think that goods/services sold to internet consumers are price inelastic....they are EXTREMELY ELASTIC.....how good is your brand if there is little loyalty? Not very. The internet. The great brand destroyer.

To: American Spirit who wrote (71826)	3/12/2001 1:20:07 AM
From: Rational	Read Replies (1) \| Respond to of 99985

I see some stocks in NASDAQ-100 worth little, like AMZN. I see the US$ very bloated; I had the same prognosis about US$ since 1997. The problem is where else would the capital -- that flew from Russian oligarchs (the IMF/WB funding recycled), or the rich of the rest of the world or the exporters (of merchandise and drugs) to US -- go after having come here (kingdom on earth)? It had to shrink through US equity, housing, and then bonds. Investors have lost 4 trillion in equity in a year, but many that have escaped to the safe haven of bonds and treasuries are not immune, because FED is totally hapless and, after a point, will face uncontrollable inflation, making it difficult to lower rates. We are more likely to move sideways and drift downwards in NASDAQ, until that point of devaluation of bonds, treasuries and houses is complete. It is likely that stocks that can grow their revenues and earnings will outperform the market.