SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Technical analysis for shorts & longs
SPY 679.68+0.7%Nov 26 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Clint E. who wrote (15704)4/27/1998 7:58:00 PM
From: j g cordes  Read Replies (2) of 68364
 
Hi Clint, I'm looking at AMZN. It is difficult to analyze these stocks.. against what? It seems there's too much room for fudging, after all where does a loss expectation of -.47 vs -.40 when its simply an adjustment of books. The revenue is telling as are the projected revenues from new business against the total estimated market versus those new companies coming on line.

I had AMZN as a short at 95 and got out at 82. Of the internet stocks they seem most vulnerable to a branded name like Barnes&Noble leverageing their store/name strength. Are they smart enough to do it? I would put terminals in every Barnes and Noble to allow discounted direct order of anything not in the store... and find ways to emphasize the customer/visit/real estate strengths.. which are many if they let their imaginations go a little.

Bartlesmann is hot to get into the internet business also..

for these reasons I think AMZN has a lid on its book business. Of course there's nothing to stop them from leveraging their web/marketing expertise into any other area from motorcycles to movies.

AMZN's split was a good idea..
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext