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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (57424)5/19/1999 9:03:00 PM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
Michelle, leasing?? Leasing is for those that prefer to keep their $cash. Have you noticed that Bezos is building up a $war-chest of $cash??
Bezos, thanks God for Morgan Stanley.



To: Lizzie Tudor who wrote (57424)5/20/1999 8:30:00 AM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 164684
 
There was a gentleman on this thread that stated about a month ago that the "war chest" of Amazon was inadequate. This post was written by a person with the initials GR and someone that has had a lot of retail experience. The analysts and some columns that were written indicated that Amazon could continue these losses indefinity. I disagreed with that statement and predicted at best 1 to 1.5 years. I just hope Amazon's failure does not cause a drop in YHOO and AOL.

On that note, the end is getting nearer for Amazon. They own nothing. The distribution centers are all leased although William states Amazon has only $30 million invested in capital expenditures. I disagree here by a large order of magnitude.

This is my opinion. It has been this way for more than a year and Amazon is still on track to go bankrupt.

Glenn



To: Lizzie Tudor who wrote (57424)5/20/1999 11:51:00 AM
From: Rob S.  Read Replies (1) | Respond to of 164684
 
A couple months ago I mentioned Navigant, FLYR, as being worth a look. At the time it was somewhere around 5. Since then it reported better than expected earnings. Analysts have raised forecasts for this quarter from 27c to between 33c-37c and for next year from 98c to 1.20. I know that this is a clear mark against them - not every company can be as perfect at spending money as the Amazing one, but maybe some investors will be able to ignore their poor loss performance and realize that management has room to grow and start spending wildly. ; ^)

The stock has been under quiet accumulation with much higher than normal volume on no news over the past several days. It formed a base at around 7 and today has managed to break through that level of resistance. Navigants primary business has been business travel management but they recently announced plans to leverage that and open up a vacation and cruise internet travel business which has been set up as a new division. That may be a prelude to it being spun off as a separately traded company. FLYR also announced a software development and deployment agreement to create a one-stop travel planning and management site.

This stock has not yet caught the imaginations of the Internut crowd. Expected announcements about the new site openings and portal agreements should change that within the next 3-6 months, IMO.