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 : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (688)	5/13/1999 9:06:00 PM
From: Stuart C Hall	Respond to of 10714

Hi Sun, As always, you are putting on a clinic over here. Much appreciated. I'll have to play with these numbers a bit. Maybe translate them to a spreadsheet so I don't have to do any math. <g> After your thrashing, I'm glad I don't own any AMZN right now. I think Gerstner's comments regarding IBM's place in the market and the fate of pure online companies is the type of view that will start to even out the playing field. Internet companies unfair advantages are about to be discounted as big companies finally "get it." In the meantime, I'm holding my nuts, uh I mean 'nets, and riding it out. Anyone else like SILK? I got in today. I think it will perform better than VIGN. Best of luck all. Stuart

To: Sun Tzu who wrote (688)	5/14/1999 12:05:00 AM
From: Gottfried	Respond to of 10714

ST, thanks for the example of valuating! I usually look at trend lines, PE and PSR. Not a consistent method. I'll probably apply your method to all my holdings to see where they stand. Gottfried

To: Sun Tzu who wrote (688)	5/18/1999 8:27:00 AM
From: Cymeed	Read Replies (1) \| Respond to of 10714

Hi Sun, I agree with your valuation of AMZN on a fundamental basis. As a matter of fact, you were way too generous in giving 10% margin to AMZN (in 2~3 years). I think they are actually running at -10% currently and do not expect to make a profit before and including 2001. However, the stock has been driven by speculative money and there is no telling what this "Thing" will do next LOL. Recently, CVS got into the drug business (to compete with AMZN's drugstore) and WalMart is aiming at retail on-line as well. Those types of competition and the fact that AMZN has to cut book prices further deep to build their "Brand" is depressing the share price. But again, you never know when the "Thing" will move again. One thing I found out is, however, never go shorting this "Thing." Every time when the big boy behind this stock sees enough shorts, they pour money in and drive the share price to sky high :o). Part of the reason AMZN is trading so high is because of the shorters who lost their shirts on it LOL. Comments?