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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 239.12+0.4%Jan 16 9:30 AM EST

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To: Alomex who wrote (118632)2/26/2001 6:02:50 PM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
I still think Bezos might pull a rabbit out of the hat with a debt convertible or some other weird maneuver like that, but time is running out...


Alomex,

This is where I can't make a prediction. It has become clear to me that I have a good fundamental understanding of a lot of firms but I have a terrible understanding of the thinking of the equity markets.

I can't imagine why anyone in the equity markets would want any part of Amazon at all. The convertible would need buyers so my thoughts are it is impossible. The problem is I have been incorrect time and time again in this area.

Glenn
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