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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Roger A. Babb who wrote (18650)2/18/2001 12:29:24 PM
From: Dale Baker  Read Replies (1) of 18691
 
Hi Roger - I regret not shorting the blowup more heavily but I suspect we will have more opportunities feeding on the $15-20 survivors as some inevitably die off.

Look at AMZN from a business perspective since you are a business owner and operator....how long will the bank keep loaning you money for operations when you can't generate cash flow to pay them back? Will your bankers accept fuzzy accounting in lieu of the coupons on their bonds?

The only way I see AMZN surviving is withdrawing into a tight bubble containing only the profitable businesses, cutting back marketing and basically stop trying to be a big shot.

Even then, the bond debt could crush them by next Christmas.
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