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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 233.22+1.8%Nov 28 9:30 AM EST

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To: Lizzie Tudor who wrote (107422)8/23/2000 1:02:52 PM
From: Bob Kim  Read Replies (1) of 164684
 
As I say, if toys r us had the same point of view as the bears on this thread then they would never have done a deal with Amazon, and Amazon rallied 25% off this deal with no comments here from anybody, as if it never happened. How is that spot on?

HB thought the TOY deal was a big deal: a way for AMZN to get a YHOO-like valuation. The ML analyst following TOY didn't even mention the AMZN deal in his latest report.

A 25% rally was about $7.50, AMZN would have needed to rally more than 150% ($46) just to break even for the year.
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