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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (5685)	1/10/1999 4:54:00 PM
From: Paul Senior	Read Replies (4) \| Respond to of 78740

Hi Jurgis. Oh, there are differences for sure. There are always differences. But what about the similarities? It's a mania in both cases. Run up 10x in about a year. Fanatic bulls. Revolutionary product or service Sceptical media gives logical counter arguments: (Book business is not that profitable, Barnes&Noble buy their distributor; no barrier to entry for internet companies) and for IOM: No lock on technology (optical is coming). Quality problems. No evidence that businesses are buying in bulk. Price assumes very heavy market penetration. Who really needs or wants back up Jaz? Media event. Articles every day in the paper. Especially the fight between bulls and bears. Media mavens say stock is overpriced-- stay away. My favorites re IOM: entitled something like "Those millionaire Joes/Janes who bought early. What they are doing with their money and what they are buying now." (I've not seen such stories with AMZN.... yet) Conclusion to be drawn from media (or maybe what I think the media is concluding for us)-- the longs are going to get killed and the shorts will win out. But the BIG similiarity question--- (-g-)----> Is there a point in time at which the shorts take over from the longs -the point where AMZN should be shorted if we intended to short-- if that point exists, might that point be similar for AMZN as it was for IOM?? Can we identify that point?? Paul