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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 239.06+0.4%3:59 PM EST
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To: Bill Harmond who wrote (134684)11/13/2001 3:01:33 PM
From: Oeconomicus  Read Replies (1) of 164684
 
I rarely argue price.

Semantics, Bill. My recollection of conversations on YHOO a couple years ago is that you argued essentially that the true fair value of YHOO or other new economy plays could not be determined based on traditional measures of fundamentals, that it was pointless to try, and that one should just buy the "leaders". You may not have been arguing price directly, but by implication you were suggesting that the leaders were undervalued at any price.

It's one thing to be wrong about whether the fundamentals support a particular price, but you argued that traditional ideas about fundamentals and valuation no longer applied.

Bob
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