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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 221.24-0.6%Dec 17 3:59 PM EST

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To: Victor Lazlo who wrote (111215)10/25/2000 10:27:58 PM
From: Randy Ellingson  Read Replies (2) of 164684
 
<<It will be interesting, because if they do over $4billion in revenue next year, and get at least a P/S equiv to WMT the stock will be a double from where it is at now. >>

That's a wishful stretch....
Not the first one on this board, though....


Which part's a stretch? I guess the P/S, huh?

On another note--
In case you're interested, that stockrebel punk hasn't changed his portfolio at all since the day you mentioned it here, and the equally-$-weighted positions portfolio I constructed that day is currently off 44%. These are the companies:

BRCM CNXT CSCO GMST ITRA MCOM NOK OPTV PHCM PMCS RFMD

And of them, only Broadcom is in the black.

The comeback could be a while in the making.

Randy
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