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: MoonBrother who wrote (50987)4/16/1999 11:03:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
My understanding is that, all these analysts are hinting that except the top tier Net
leaders, namely AOL, AMZN, YHOO, NSOL, CNET, EGRP, etc.,


MB,

I believe we interpreted that the same. I was fuzzy as to what was top tier beyond AOL, AMZN and YHOO. SEEK, ONSL, UBID, COOL, and EGGS are definitly not quality. Left out of the picture are firms like EBAY.

CMGI, LCOS, EBAY, ATHM, NTBK, INKT, DCLK,
AMTD, etc. All these are quality Net stocks, but to me every one of them has some issues
hanging over their heads,


What issues are hanging over these that are not hanging over AMZN or YHOO. I classify AOL entirely differently.

I see a lot of possible problems hanging over NSOL. It is possible I do not understand NSOL. During the fall, that was the first of the group I sold at a loss. It is lower now then when I sold it and I have no problem buying it back but I do not see how they have a great future. It is clear I do not understand.

Your analyst's post are very helpful.

Glenn



To: MoonBrother who wrote (50987)4/17/1999 8:20:00 AM
From: Olu Emuleomo  Read Replies (1) | Respond to of 164684
 
>>>all these analysts are hinting that except the top tier Net leaders, namely AOL,
AMZN, YHOO, NSOL, CNET, EGRP, etc., the rest of the net stocks will suffer fairly severe downturn in
the near future.
<<<

I agree. Even the top tier guys are too high above their 20 and 50 day EMAs.
EGRP especially, needs to come down into the 80s. Even AOL needs to build a base in the 130s.

--Olu E.