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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.60+1.5%Nov 25 3:59 PM EST
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To: Danny who wrote (115160)1/12/2001 1:24:33 PM
From: GST  Read Replies (1) of 164684
 
Danny, the revenue recognition is not black and white. It will have some warping impact -- not decisive. The stock is being downgraded and dumped because its prospects from a fundamental perspective cannot match other companies that have moved beyond ARBAs market niche. For ARBA, from a strategic perspective, this is probably about as good as it gets. The move today is just correcting the hype.
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