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: e. boolean who wrote (17938)	9/23/1998 9:11:00 AM
From: H James Morris	Read Replies (2) \| Respond to of 164684

Eb<The market is so resolutely ignoring competition> The same can said for Amzn. Wall Street has been looking for something to keep throwing its money at, and as we all know its been communications and the Internet. With all these Presidential, Global economic, religious, declining earnings problems the Street has been facing since the beginning of this year. The money is coming out of most sectors but these funds have got to put it somewhere (Its called transaction based compensation) Now, you were comparing Yhoo and MicroSoft, just like a little over a year ago, I was comparing Aol to MicroSoft. Many Aol critics said MsftMsn will bury Aol, but they didn't and it appears that Aol will be around for some time to come, Unfortunately with not quite the earnings that Wall Street would like you to believe. Wall Street is just like us. Always looking for profits,albeit they are doing it with other peoples money while most of us here are trying to do it with our own. Wall Street doesn't care about the Msft threat to Yhoo 5 or 10 years out. Hell! all those Wall Street yuppies are hoping to be retired on our money by then. As a guy still looking for profits I still like Csco, Asnd, RealNetworks,Aol,dell,Ibm,Yhoo,Tlab,Cient etc,etc. But, as you guessed I don't like Amzn. That's really not true. I don't like its stock price. In Bezos current business model, he has Bandits (competitors) behind every bush. He is selling low margin commodities and so are his Bandits. He can't outlast them because he only has $300mil in Junk, while his Bandits just to name two, Paul Allen and Time Warner have billions. Wall Street currently has decided that Bezos has won the on-line commerce war and they're dead wrong. It hasn't even started. If he doesn't get a deep pocketed partner soon, he's dead in the water. But looking at his current stock price racing back up the charts.You might not want to trust me, on that one. ps I do like what someone said here yesterday. "This is not an Investment, its a trading machine". Just down most of you day traders alley. As always Good Luck to all.

To: e. boolean who wrote (17938)	9/23/1998 10:40:00 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

>>1) where MSFT fits into the picture Microsoft has reincarnated MSN several times, and has once more, but isn't a factor in the portal space so far. Not that they can't be, but Microsoft doesn't have the same competitive leverage in this space that they have in the software industry. Yahoo has a huge lead, and continues gaining share. Yahoo has passed the point of critical mass, MSN is nowhere near reaching it. >>2) why it's assumed they don't have an Asian exposure. Yahoo has Asian properties, but they were so new going into the crisis that there was no financial impact. Importantly, the crisis has no affect on usage...which continues to grow. Those economies will improve with time.