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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (5684)	1/10/1999 4:15:00 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78740

Paul, Couple of differences: 1. IOM was making money from introduction of Zip onwards. 2. Its ROE was/is(?) pretty good. 3. Its PSR, PE was not that outrageous. 4. It had (and still has) a proprietary solution to removable storage. 5. It never had high debt/equity. I did not realize that certain Internet company has a lot of debt. Or should I say it has no equity? Maybe that's why IOM did not drop to 0. Oh yeah, Internet companies have no overhead. That explains it. I am buying 1000 shares of AMZN on Monday. :-)))) :-P For comparison: stocksheet.com stocksheet.com Good luck Jurgis

To: Paul Senior who wrote (5684)	1/10/1999 4:27:00 PM
From: Madharry	Read Replies (1) \| Respond to of 78740

Well gentlemen it is clear that sooner or later amazon will creash bigtime unless it is able to diversify and become the best thing since Microsoft? Assuming that it will crash and lose 80-90% of its valuation, what is the best way to play it? how expensive are puts these these days? Is it possible to set a fixed dollar loss and just buy puts every three months for the next year?

To: Paul Senior who wrote (5684)	1/10/1999 6:30:00 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 78740

>>"From your guys' readings, what historical episode most closely approximates the internet mania?"<< I have never seen or heard of anything like the aggregate financial asset bubble that we are experiencing at present. The internet leaves me speechless. Japan in 89 is similar. Stocks may have been higher in Japan. There is a difference though. Japan was and is a large creditor nation with a large current account surplus. The U.S. is the mirror image. This means that when our bubble bursts, the dollar may be vulnerable to collapse too. Wayne