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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 222.69+0.1%3:59 PM EST
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To: LOGAN12 who wrote (84102)11/13/1999 11:03:00 PM
From: Brian Malloy  Read Replies (2) of 164684
 
FWIW, I think the article is even bigger than that.

I don't own Amazon, and quite frankly had written it off, I felt there were better ways to make money on the net. My respect for Bill Miller as a stock picker and fund manager is such that I must reevaluate my position, I'll tuck some AMZN away even if it is just 100 shares. Knowing that Miller has utilized the work of W. Brian Arthur in his analysis ices the decision for me. Miller is the man that selected AOL and DELL several years ago before the big run ups and had the forsight to lighten up before their drops this year. His fund, the Legg Mason Value Trust is measured against the S&P500. He is on pace to beat that average for the eighth consecutive year. Something few if any fund managers in this segment can say.

In my estimation, what Lynch was in the 80's, Miller has been in the 90's. Rest assured that a laser beam like focus is being directed on not only AMZN but other net stocks and techs in general due to this article. Whether they love him, hate him, disagree with his value style or whatever, they don't ignore what he says...other fund managers as well as analysts respect his achievements. They are paying attention and AMZN could very well be at $150+ by this comming Friday. Probably near to or over $100 Monday if the NAZ continues its winning way. Expect upgrades next week. Or I could be ahead of myself. But Miller's piece puts this stock in a position to move when the time is right. More so than even Meeker in my opinion.

Every investor or potential investor in AMZN owes it to themselves to read Amazon's Allure on page 25 of this weeks Barron's.

Regards to those on the thread that own AMZN I think its your turn to make a run.

IMHO
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