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Technology Stocks
Internet Analysis - Discussion
An SI Board Since January 1999
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Emcee:  musea Type:  Unmoderated
Introduction Compact
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244 Chuz, I'm sure that others have mentioned this before, still... Probably jbn3-3/29/1999
243 Hi Melissa, its been some time since we've chatted. An SKU is a stock-keepChuzzlewit-3/29/1999
242 Thank you for your thoughtful comments. You have raised far too many points forChuzzlewit-3/29/1999
241 Chuzz Good couple of posts from you re general considerations on valuing “intedpk-3/28/1999
240 Chuzz, Just found this thread yesterday. I have two questions...what is an SKMelissa McAuliffe-3/28/1999
239 Thanks for the links Vendit, they are much appreciated. Since those analyses weChuzzlewit-3/28/1999
238 <b>I think I have shot my entire intellectual wad on this sector. I welcoVendit™-3/28/1999
237 jhg, I haven't even gotten to the issue of valuation. I am as confused as mChuzzlewit-3/28/1999
236 Chuz, I see you have unburdened your self of a magnum opus on e-tailers. I havejhg_in_kc-3/28/1999
235 WOW!.......BP Amoco in Talks to Acquire Arco for $25 Billion in Stock, Report Spuborectalis-3/28/1999
234 Part 4 and perhaps final part <b>The BKS paradigm</b> Disclosure:Chuzzlewit-3/28/1999
233 Part 3 of an unknown number of parts. <i>A second paradigm for e-tailingChuzzlewit-3/28/1999
232 Kevin, I think that inflation would work quite well in such schemes because repChuzzlewit-3/28/1999
231 CTC, I just started reading this thread today. I find your analysis to be exceKevin Collins-3/28/1999
230 General Considerations Part 2 of an unknown number of parts <b> A thoughChuzzlewit-3/28/1999
229 Good morning Bachman, You asked <i>Query: will not the 'elimination Chuzzlewit-3/28/1999
228 This is "must" reading: nytimes.comEdwarda-3/28/1999
227 re E-value-ating the e-tailers: Chuz, you stated <i>... The principle adjbn3-3/28/1999
226 You thought you had a big portfolio..........http://www.nytimes.com/yr/mo/day/npuborectalis-3/28/1999
225 All I am cautioning is, do it on the margin and not with money you need. Edwarda-3/27/1999
224 One does not invest in Internet stocks....you trade them over and over again.Supuborectalis-3/27/1999
223 The problem with this mode of investing is that when the perception is broken, Edwarda-3/27/1999
222 I trade stocks like AMZN in contrast to INTC,LU,SUNW,CSCO and MSFT which are lopuborectalis-3/27/1999
221 Chuzz, your point is well taken. I wish I could remember whether it was ForbesEdwarda-3/27/1999
220 Steven, I think you are missing the point. Companies like AMZN have no profitabChuzzlewit-3/27/1999
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