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

AMZN 222.69

+0.1%

Nov 19 3:59 PM EST

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To: Glenn D. Rudolph who wrote (145632)	8/17/2002 3:17:44 AM
From: H James Morris	Read Replies (1) of 164684

>> It takes a lot of time and effort to really do a good job on fundamental analysis.<< Good post and I've got to agree with what you said. It does take a lot of time for FA or call it DD than it used to. At least in my case it does. Now imop you've to look at Debt, coverts, bonds, junk bonds and how can the companies you might be planning on buying service these debt loads. >>I cannot make the time for both. It is my opinion that SI never was a very good forum for fundamental discussion.<< I've found some are and others aren't. Since I use SI quite a bit I like to go to threads where after a while you get to know what the Investors are talking about. What I've found is the SI investors that I think have seen successful then to be what I call diversified investor types. Not all tech, not all banking, not all etc >> I believe the majority of stock thread posters are TA and momentum players.<< So far outside of short term rallies I don't think there's been that much momentum to cheer about. I'm not a TA type too, never claimed to be. Another example of too much too learn and not enough time. Re: fraud or call it naz fraud. I've said this before an Investor can be smart, do all the FA,DD and has the time. But, fraud will never be detected until after its been done I don't think the typical Investor minds admitting they made a mistake. That's investing we all about. But, when you wake up in the warning and you found the #,s you were trusting were false it leaves a terrible feeling in your tummy. On a more pleasant note. I had never heard of Jack Grubman before the WCOM fiasco broke loose. I guess that tells you I wasn't following his big picks. Btw What happened to Meeker? Your #1 Amzn cheerleader? <ggg>

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