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

AMZN 230.84

-0.7%

Dec 31 3:59 PM EST

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To: Bill Harmond who wrote (134956)	11/19/2001 5:09:06 PM
From: GST	Read Replies (1) of 164684

How do you know that cyclicality is already built into the price? I think, on the contrary, that investors have not yet come to terms with the brutal reality of Yahoo's market challenges. Television advertising works. Internet advertising does not -- or at least has limited effectiveness. That will be a hard sell to advertising buyeres who themselves have to justify the money put in to online advertising. The management of the advertising buyers will ask "does this really work?", and if the answer is "we don't really know", then watch out, their advertising sales might not pick up during the next "upcycle". As I have said, fee for service is a far more likely, although equally difficult, row to hoe.

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