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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 225.43

-3.2%

10:06 AM EST

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To: Lizzie Tudor who wrote (63927)	6/22/1999 8:33:00 PM
From: Sarmad Y. Hermiz	Read Replies (2) of 164684

>> The "portal scare" as I like to call it is old news anyway. I disagree. One of the reasons I would be willing to buy yhoo at 130 (besides the GF method) is the assumption that their viewership is growing. Same with AOL and others. There is no way to justify the p/e without strong sequential growth. Last month was the first time (not positively sure about this) that viewing declined. You can see where share prices are at. Especially the ad-driven stocks. On the other side, look at eBay. Aside from the enlarged float, the attribute that encouraged me to short it in the face of a possibly ruinous e-run is the fact their auction count growth is slowing. (that was a very bad sentence). And now that we see that viewings were approx 8 million+ in May and 8 million+ in March, is anyone going to fear shorting eBay ? It may be that you were aware of this report last night, but I bet you the majority of traders were not.

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