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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 220.66+1.6%Nov 21 9:30 AM EST
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To: Eric Wells who wrote (80251)10/12/1999 4:11:00 PM
From: spal  Read Replies (2) of 164684
 
Hi Eric,

I am new to the Internet group of stocks and am trying to get my arms around the large cap names. I have been following your recent postings and the discussion that you have been at the center of with respect to fundamental
analysis or lack thereof.

Many of the points you raise are thought provoking and indicate that I need to do some more homework. I would appreciate if you could guide me to some of the sources
you use to gather your fundamental data.

Also, with respect to your point on Yahoo's! revenue mix. What are your concerns, are they specific to Yahoo or are they general concerns about advertising based business models on the Internet?

Thanks

Sanjay Pal
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