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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 244.41

+0.6%

Nov 7 9:30 AM EST

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To: GST who wrote (116057)	1/23/2001 7:10:47 PM
From: Glenn D. Rudolph	Read Replies (1) of 164684

As for Yahoo's future, the problem is not that revenue streams cannot be conjured, it is that there is no reason to believe they can be profitably delivered in a competitive environment. Yahoo relies on advertising. They could conceivably reinvent themselves and generate new revenue streams sufficient to offset decling advertising prospects GST, My opinion is advertising revenue will not remain low for many years going forward. I also believe Yahoo has pricing power for their services. Yahoo is really a very useful portal for many businesses and individuals which I believe would pay a moderate fee for their use. <i.As for gold -- well, it just sits there and that can be better than some of the alternatives :) A dollar invested last year in gold did better than in yahoo. You are not really epecting me to make an argument there was not a bubble last year and the prior year. I agree with you completely. I do believe for many stocks the bubble pricing is gone. ISLD is an example. There is no certainty that ISLD will not do well or vice versa. A lot depends upon the speed at which broadband finally rolls out. There is no question that AKAM is better positioned for now in that area. I own both. I am under water on both because I bought too soon. Not unusual for me<G> Bill suggests -- lets see, that would be 7 doublings in ten years? From a market cap of 20 billion to 40, then 40 to 80 billion, then 80-120 billion, 120-240 billion, 240-480 billion, 480-960 billion, 960-1.92 trillion. You might believe this but I think this is the bubble thinking that got many people in trouble last year. I am not sure what Bill's market cap objective for Yahoo is. I can't comment properly on that. I believe Yahoo can command a market cap of $300 to $400 billion at some point if I am correct about advertising coming back and the pricing power for their services. I will take a market cap of $250 billion within four years and be very happy with that. Glenn PS I am confused on gold. Was it not last year that most of the European central banks stated they were going to stop or reduce the selling a lot of their gold bullion into the market? Gold went up some when this occurred. Why is England selling so much gold? That is my confusion.

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