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 (122620)	4/2/2001 9:15:14 PM
From: 10K a day	Respond to of 164685

Thank God I don't have to lose sleep over this. Any More! espn.go.com

To: Bill Harmond who wrote (122620)	4/2/2001 9:22:27 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164685

William you miss the point. The point is that a company that trades its stock for contracts is a complete loser. I cannot understand how you did not learn this from the PCLN debacle. Apparently, ARBA stock grants were "mission critical" to all those co's who signed on with them. But with ARBA stock now in the sewer, I'm not so sure those clients would consider ARBA or its stock to be so "critical" anymore! Victor

To: Bill Harmond who wrote (122620)	4/2/2001 9:44:31 PM
From: Victor Lazlo	Respond to of 164685

William do you and Mark still think there is plenty of money for 3G and m-comerce? I asked you guys 2 mos ago, got no answer, and now I will ask you again: "who is going to pay for it??? " I don't think that Mr. Suria would give you a "New Economy-friendly" answer! Victor "Ravi Suria: Yes. The debt problem in telecom services is split between two groups of companies. One is the old-line investment-grade company, the Old Economy telephone companies. They have investment-grade balance sheets. They are feeling what I call a credit pinch. These are the long-distance carriers like AT&T NYSE - and WorldCom:Nasdaq - the RBOCs and the PTTs [quasi-public telecommunications monopolies abroad]. It's amazing how similar the credit stories for a lot of these companies are. You have companies that survived under regulation for 100 years suddenly deregulated over the past 10 years, and are now facing competitive pressure for the first time. " <http://www.thestreet.com/_yahoo/markets/marketfeatures/1359535.html>