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Pastimes : The Naked Truth - Big Kahuna a Myth

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To: accountclosed who wrote (52337)7/20/1999 1:07:00 PM
From: Lizzie Tudor  Read Replies (1) of 86076
 
Antoine.... I've never used buy.com, I'll check them out... are you asking about the stock? Either buy or bid is a part of altavista I thought...

Anyway amazon at this juncture as an investment doesn't have much to do with books/videos anymore, those are just lead-ins. You need to evaluate amzn on its new dept offerings (toys and electronics) - see what you think, the $$ in these areas will dwarf the book biz in a few months if successful, and the vc portfolio is the other key element to amzn as an investment. They have drugstore.com, homegrocer.com, pets.com and some other stuff.

I know I disagree with everybody almost everywhere on amazon but I am looking at them like I would a business plan, thats the difference. I do short a lot of nets, in fact 80% of nets are short candidates at this point for me but not amzn, if you don't want to buy it, ok but don't short it.

Ask Jeeves - now theres a short... goto.com - blechhhh
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