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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 238.17+0.6%Jan 15 3:59 PM EST
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To: Paul Viapiano who wrote (72655)8/8/1999 2:34:00 PM
From: Jan Crawley  Read Replies (1) of 164684
 
Ok, Paul, I think that Demand and supply has always served as the Amzn metric. The example:

In Nov, 98, Henry Bloget "targeted" Amzn to be $400 coz of the following(imho):
1. At a beginning of a favorable interest rate environment.
2. Amzn's float was 12M shares, with 9M short interest, and the float was in the institutions hands.
3. On-line trading A/Cs were approaching 8M accounts. If 10% of the on-line A/Cs(800K) buys 100 net stocks shares, that's 80M shares, and if 10% of the 80M goes to Amzn, that's a 8 million shares in new demand. With a total supply of 12M(of which 9M were shorted); Amzn will go to $400 for sure once the "demand" is being channelled or pointed to. Therefore Bamm! Amzn went and touched $600.

OK, now, controlling supply is no longer easy, how can the demand be regenerated?
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