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: H James Morris who wrote (128207)	7/12/2001 11:58:30 AM
From: Bob Kim	Respond to of 164684

HJ, HOMS has fallen enough so that Henry can upgrade it again. Sometimes he needs a nudge.

To: H James Morris who wrote (128207)	7/12/2001 12:08:33 PM
From: Skeeter Bug	Respond to of 164684

>>Yes, but their revenues are. That's what wall street still cares about.<< hj, revenues that don't lead to higher earnings are of little value. this case in point shows the market IS irrational. my point is that we will swing to a point where revenues mean very little and earnings are crowned king. in that environment, msft could easily lose 85% of its value and still be fairly valued in a rational market. but, hey, i didn't ride the wave up b/c i saw the insanity - missed a great opportunity to make big dough. however, i missed the BIG drop, too. enjoy the party, but don't hang around long enough that the police crash it and arrest you. that would be greedy. ;-) btw, i recommend frank capiello's (sp??) "guide to finding the next superstock" as a good book outlining how companies are rationally valued.

To: H James Morris who wrote (128207)	7/12/2001 3:55:26 PM
From: craig crawford	Read Replies (1) \| Respond to of 164684

>> Yes, but their revenues are. That's what wall street still cares about. << microsoft's revenues are hardly growing. people were expecting them to do around 6.5 billion a quarter in 2000, until they talked things down. msft did 6.11 billion in rev's seven quarters ago. now they are forecasting 6.5-6.6, a whopping 7% improvement in almost two years. msft posted 6.58 billion three quarters ago, so their revenues are flat to down for the last 9 months. i haven't been on microsoft's case too much lately, and you can't argue with the fact that their stock has held up relatively well, but it never hurts to hear a different perspective on the numbers.