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

AMZN 244.41

+0.6%

Nov 7 3:59 PM EST

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To: Glenn D. Rudolph who wrote (94444)	2/22/2000 9:06:00 PM
From: Bearded One	Read Replies (3) of 164684

I agree Yahoo can run. But here's what may happen: All the money-losing internet .com stocks tank, and people retreat to the (heh-heh) more secure profitable internet stocks like Yahoo. Thus, Yahoo may not tank when the wave hits. Then, later, when Yahoo reports bad earnings, it tanks as well. Usually, you can't plan to short in the future after an event. You have to just short and hope for the best, or risk losing your edge. In this case, there may be a period of time where you can predict the decline of Yahoo's revenue by carefully looking at their customers. Supposedly iVillage is already out of money. NextCard is in trouble. So this may all happen in the next few months.

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