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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 228.44+0.5%Dec 22 3:59 PM EST

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To: Glenn D. Rudolph who wrote (107215)8/18/2000 9:08:59 AM
From: microhoogle!  Read Replies (1) of 164684
 
Glenn,
Right now, I am ambivalent about AMZN. It could be either a great success story or it could be a dud. Till I see some clarity, I won't commit to this company on the long side. Toys R Us deal seems to be a cause of optimism as AMZN is not risking itself to areas that it performed poorly (inventory/wareshousing). If it leverages its brand name to come up with such deals with other companies, it may turn out to be a success story. OTOH, if it insists on bleeding more money and shows apathy towards earnings, it could turn out to be a dud.
-Murali
BTW, I added to BVSN @30 and was getting concerned when it went to 28. Hopefully it has turned around.
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