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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 238.55-2.3%2:06 PM EST
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To: Eric Wells who wrote (68078)7/17/1999 3:11:00 PM
From: 16yearcycle  Read Replies (1) of 164684
 
Eric,

Thanks for the analysis. This is the stuff I do and you saved me a lot of time. My conclusions are different.

If this was one company with a near monopoly on the future of the net selling at the same p/s ratio as msft and growing at 300%, I would LOVE to buy it! I would simply hold it forever and own csco, orcl msft, nokia and qcom also.

The market will get less and less patient with the poor profits from the net. This will lead to a slow erosion of those pe's while more and more profits occur: e go up, pe's go down. They will meet somewhere at a reasonable peg: 3x growth 300 pe or 2x growth 200 pe for example. It will take some time. I wild ass guess would be 5-10 years.
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