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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 232.50+0.1%Dec 26 3:59 PM EST

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To: udrider who wrote (2918)4/9/1998 10:27:00 AM
From: Candle stick  Read Replies (1) of 164684
 
Remember there is a big difference between YHOO and AMZN....YHOO is a content provider that sells advertising space on thousands of web pages that they have, and the generate revenue and income....

AMZN is a retailer selling a low margin commodity item, for a loss, and it must pay for advertising space to bring people to its site.....they are net losers when it comes to advertising.

The 2 companies are not comparable at all, IMHO......YHOO is somewhat of a monopoly and AMZN is just another retailer losing money.....;^)

P.S. For the record I did short YHOO at the open (107 5/8) today, because the P/E can now be calculated at 280 with 20% sequential growth.......their profits will actually work against them as the market now has a benchmark to value YHOO against...funny, but the better company(YHOO) is now likely to fall faster than AMZN, because they have a profit....;^)
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