tom, i'll look into the kleiner perkins deal. however, nonchalantly saying that a company s/b worth $12 billion dollars selling mail order books and cds over the net with lots of losses should lead to some sarcasm ;-) especially in the face of an over all market flat to down market as earnings growth is slowing drastically and the 3q recovery is built into stock prices when it won't happen.
oh, and of course, educated people "just don't understand." ;-)
don't take it personal. we disagree.
you see rosy scenario. it may happen. amzn may take over the world. hey, anything is possible. however, i believe it isn't probable. in fact, very unlikely. amzn has a big war chest, for sure. however, it is all debt. if they can't pay it back the shareholders don't own this company anymore. new stock value = $0. of course, this risk is priced in at $12 billion, right?
it will be fun to see who wins this game. reality hits fast and hard. however, it can take long periods of time to settle in, which is why i NEVER short stocks. i want to know what i'm risking going in.
good luck in your long position. :-)
ps - let me give you a hint who the net winners are going to be. fed ex, ups and the other shipping companies. surprised? think about it... |
