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.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (56634)	2/24/2014 5:38:30 PM
From: Lizzie Tudor	Respond to of 57684

AMZN, LNKD and Bills 3D stocks are off their highs, buying the dip is working in this mkt, maybe those might fall a little more and create some good entries. I'm locked and loaded in FEYE for the time being but when I lighten up on that I will probably go back into N. One thing about N that intrigues me, is they are pitching a 2 tier commerce model where they actually don't compete with ORCL (because they are owned by Larry I suspect). While this approach is self serving it makes sense for a lot of companies. And they have this thing called omni channel commerce where they connect brick and mortar and online transactions. Thats a long time coming, as far as I know the only mainstream site that does that right is Nordstrom. Nothing more annoying than going to staples after seeing something on their site and the pricing is different. Plus the overhead of managing two sets of infrastructure for your online and non-online presence. So there is a little more to N than just being "anti oracle" (although that would be enough).