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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 233.95+0.3%3:59 PM EST

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To: Bill Harmond who wrote (83826)11/10/1999 12:07:00 PM
From: Lizzie Tudor  Read Replies (1) of 164684
 
Am I the only active Amazon bull left on this thread? I think you all should let me entertain my personal delusions, and we should stay off-topic!

No, I'm an amzn bull. BTW the tools site is up, and I like it. I'm sure they put that in for xmas - Amzn realizes that the generic "gifts" that some sites use is worthless, everything needs a category - I agree with that, and home improvement is as good as any.

However short term I think expectations are a little high for this xmas season - I don't know how it is possible to exceed to the upside really for amzn.

This reminds me a little of my old Oracle days in the early 90s, the enterprise stocks were the hot thing and msft (which was on fire in 1991 or so) cooled off a little to digest their prior gains and 3:1 split etc.

PS I am convinced based on actual exposure to the business that back-office (warehouse automation etc.) is NOT well understood by the technical management of many etailers. Amzn may very well have overbuilt in the wh automation area - not a catastrophe but something they will need to work through.
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