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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: akidron who wrote (20195)	6/11/1998 8:37:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

aki, your one smart puppy. keep up the good work.any opinion if you have on READ-RITE, RDRT, AND VTSS.THANKS LEAVE BRIAN ALONE, at some point he will be right. i still thinks he works at the pr department of amat. all these bulls are just about to get margin out.

To: akidron who wrote (20195)	6/11/1998 8:38:00 PM
From: robbie	Respond to of 70976

AKI...You didn't recommend, you said you were a buyer on any weakness. Just kidding. Did you get my e-mail? I think it is not working properly. Robbie

To: akidron who wrote (20195)	6/11/1998 8:41:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

aki, You don't have any inside info, do you?<G> Seriously, I cannot believe AMZN incresed 8 1/2 points today in the midst of a tech meltdown. All over what, the fact that they are now selling music? If anyone ever said the market was rational, I would love an explanation of AMZN. Net stocks are now a flight to safety? It's market cap increased by nearly $400million today, creating a company worth nearly $3 Billion, w/o any income on the horizon! It'll take a he** of a bunch of CD's to justify this price two year from now. Bewildered, BK

To: akidron who wrote (20195)	6/11/1998 10:44:00 PM
From: David Rosenthal	Read Replies (2) \| Respond to of 70976

OT Aki, I am with Brian on this one (Amazon being way overvalued). The price of entry for this business is very low. Currently, Amazon has name recognition and links from some well-visited sites. But there is no experience with shopping Amazon on the Internet. It's not like visiting a Barnes and Nobles or Borders Store and drinking coffee and browsing books. Ultimately, the big draw of Internet shopping is that you can do it from your armchair. And you can easily comparison shop. Amazon can look forward to shrinking margins as competitors pop-up and compete on price. And consumers will buy on price. It is not hard to see that the shakeout of the high-flying Internet stocks will occur and will not be pretty. Most will be eaten or go bankrupt. Dave

To: akidron who wrote (20195)	6/12/1998 1:37:00 AM
From: FJB	Read Replies (1) \| Respond to of 70976

RE:AMZN Sorry Akidron, recommending going long into the face of what may be the tail end of a short squeeze does not constitute sound advice. Nobody knows when this issue will fall except for the big money behind the farce. The market cap. of AMZN is not reasonable based on its next two to three year fundamentals(a lot of competition coming online) by any stretch of the imagination. Buying AMZN on weakness, per your plan, is not a good risk/reward proposition. Pure gambling. IMHO.