SI
SI
discoversearch

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: Randy Ellingson who wrote (34545)1/12/1999 6:53:00 PM
From: Tunica Albuginea  Read Replies (1) | Respond to of 164684
 
Randy Ellingson You said :Rate increase by Fed might really kill these stocks.But it's not likely to kill the companies behind these stocks, or their growth.

In rising interest rates and falling incomes people will buy the cheapest products = tax-free + midddleman-free from Internet= rising Internet Companies stock prices.
Think, cyberspace WallMart, without the overhead,

TA



To: Randy Ellingson who wrote (34545)1/12/1999 7:04:00 PM
From: JC Reddy  Respond to of 164684
 
5 years? CSCO for sure although it needs to pullback a bit. MSFT will always be a rule maker. I am looking at IDTC and it looks really good although there isn't much past to verify its capacity to execute in the future. There are a lot of companies which have limited competition and have high margins. For AMZN, you and I are competitors and can open up a shop right on YHOO for $100 per month. Extremely low margin business.

E-Commerce is a great place to invest, but not at these levels where the stocks are trading at where they should be trading 5 years down the road.

That said, I may buy AMZN at $160 five years down the road. It might be fairly valued by then if it executes its plans well.