Dulu, saya pernah geleng-geleng juga ngeliat ada banyak orang bule invest di Indon
internet, ngeliatnya cuman dari jumlah penduuk, soalnya saya waktu itu pikirnya mereka
bisa ketipu, bahwa infrastruktur disini belum siap, dan juga orang-orangnya, ngeliat
dari internet growth juga angka realitanya kecil...Pada akhirnya investornya akan
nggak sabar juga, "kapan duit gue bisa balik nih" makan traffic-traffic mlulu apa
artinya? itu kan bukan duit???
Kemungkinan goncangan awalnya bakal kerasa di tahun-tahun sekarang, karena kemarin
sekitar hari Jumat saham-saham yang berbau tech di Nasdaq itu pada jatuh.... termasuk
Yahoo-AOL-Amazon.... investornya akhirnya pada ragu juga.......
Saya pikir investor disana udah mulai sadar juga, invest di internet itu tidak semuluk
yang digambarkan, bentar-bentar lagi kemungkinan disini yang baru-baru mulai akan kena
juga
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Petikan dari CNNfn.com
http://www.cnnfn.com/2000/04/14/markets/techwrap/
Dot.coms continue to dive
Internet stocks, which have taken some of the hardest hits in the recent market
skid, found no relief in Friday's action. The Dow Jones composite Internet index fell
31.45 to 236.51, an 11.7 percent decline on the day.
Yahoo! (YHOO: Research, Estimates) finished down 20-1/18 at 116, a 14.8 percent
decline on the day, putting shares well off their 52-week high of 250-1/16. Amazon.com
(AMZN: Research, Estimates) dropped 1-1/8, or 2.3 percent, to 46-7/8. CMGI (CMGI:
Research, Estimates) shares plunged 14-3/16, ending 21.4 percent lower at 52-1/16.
DoubleClick (DCLK: Research, Estimates) fell 2-13/16, or 4.4 percent, to 60-9/16.
America Online (AOL: Research, Estimates) shares fell 4-1/4 to 55, a 7.2 percent
decline on the day.
In the Internet infrastructure area: Inktomi (INKT: Research, Estimates) plunged
9-3/4, or 8.8 percent, to 100-13/16; Akamai Technologies (AKAM: Research, Estimates),
which speeds the delivery of Internet content and protects against Web site crashes
resulting from demand overloads, dropped like a rock, losing 23-1/8 to stand at
64-7/8. Akamai's stock is now a whopping 81 percent below its 52-week high of 345-1/2.
Meanwhile, shares of Emulex (EMLX: Research, Estimates), which makes fiber-optic
network-access products, tanked, ending the session 41-1/4 lower at 41-11/16, falling
nearly 50 percent on the day.
Friday's decline came despite better-than-expected fiscal third-quarter operating
earnings that beat analysts estimates. After Thursday's close, the company reported an
operating profit of $7.7 million, or 20 cents per share. Analysts polled by earnings
tracker First Call had expected the company to turn a profit of 18 cents per share
during the quarter.
