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

AMZN 234.70

-1.2%

Nov 14 9:30 AM EST

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To: Bill Harmond who wrote (77940)	9/21/1999 4:04:00 PM
From: dbblg	Read Replies (1) of 164684

OT LWIN QCOM spinoff, moving on vendor financing from LU. They have been rolling out a low/no-frills local-only prepaid wireless solution called Cricket--30 bucks, unlimited calling. Seems to be going well, though they are running into some people who keep their phone lines open 24/7, which screws with their planning assumptions. Coming up w/valuation is tough, since Cricket is kind of unique, and the assumptions the rest of the industry uses about marketing, customer acquisition, and infras. costs don't apply. There are also overseas units... After getting whipsawed in WCII and NXTL, I decided I don't have the patience for infrastructure plays and sold the little LWIN I had about 10 points ago. :(

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