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Strategies & Market Trends : Pluvia's Fist.com - Pluvia's Plays & Portfolio

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To: Pluvia who wrote (1108)11/6/2000 10:53:26 AM
From: Land Shark   of 1766
 
AMZN... I dunno there... Something has to change fundamentally IMO to reverse their burn rate. What's their bonds trading at these days? 40-50 cents on the dollar? That's a strong indicator of their financial strength.

As for going BK, I guess they will buy time printing more and more paper. Maybe they'll fix their position by then. It's a matter if you have faith in Bezos and the business plan. I don't have much. Lotta dot.com failures and AMZN is the biggie that'll in all likelihood fail, IMO. The bigger they are the harder they fall.

As for easy money, it may not be so difficult if you just hold short for long enough. I'm still short.

On the long side, OCPI IPO doing very well trading at big ratios. I guess the future for this one is very bright.
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