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Strategies & Market Trends : Mu Gamma Lambda -- Ignore unavailable to you. Want to Upgrade?


To: MulhollandDrive who wrote (5497)9/5/2001 12:08:40 PM
From: Augustus Gloop  Respond to of 10077
 
<<It just seems like Chambers is saying there is limitation on the size>>

I can tell you that his wife confirmed this! <g>



To: MulhollandDrive who wrote (5497)9/5/2001 12:13:49 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 10077
 
Chambers is jawboning in a way that he knows will hurt his competitors. Nothing more, nothing less. With $17B in the bank, he can afford to do this.

The idea that there needs to be a few more dead bodies along the information superhighway is not a new thought. That is what I meant. He is not espousing some new insight.



To: MulhollandDrive who wrote (5497)9/5/2001 7:54:42 PM
From: Jorj X Mckie  Read Replies (2) | Respond to of 10077
 
After thinking about this, I decided to check out the NDX to see if I agreed with Chambers. Without much of an effort, I am definitely in the same court. Remember, if an NDX stock is acquired by another company it also disappears from the index.

quotes.nasdaq.com

At a quick glance, I would say that the following stocks won't be in the NDX in 2 years.

AMZN
ATHM
ADCT
ARBA
BVSN
CMGI
COMS
BRCD
CHKP
CIEN
CNXT
EXDS
INKT
ITWO
LVLT
MCLD
MFNX
NOVL
PALM
RNWK
TLAB
XOXO
YHOO