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

AMZN 229.12

-0.2%

Nov 26 3:59 PM EST

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To: Glenn D. Rudolph who wrote (6861)	6/20/1998 9:26:00 PM
From: Tom Kearney	Read Replies (2) of 164684

Glenn - The point is I was funning you a bit re: your remarks that you will forever be against Amazon. This hardly seems the mindset for a rational investment strategy; sounds a bit like a holy war. I am a great believer in fundamentals, but have gotten swept up a bit w/ internet issues. The converse of 'buy on good fundamentals' is probably NOT 'short on weak fundamentals', but rather 'short on collapsing fundamentals'. IMHO, AMZN is intriguing because their sales growth is surging! What's going to happen to the stock price if sales are up 50% again next qtr? - which is very possible due to the new CD sales. As I posted once before, w/ 50 bazillion internet sites to choose from, branding may well be MORE important here than in a 'real' shopping mall. And Amazon has really put their heart into it. Borders and Barnes are doing it as an after thought. I have no respect for their copycat effort. The other deal though, is Cramer's article which Felicia sites. Shorting this stock is really swimming against the tide. I don't wish you bad, but I am now long AMZN, YHOO and AOL and I expect to make a lot of money. Fundamentally, the reality is these guys are going up, IMHO. Regards, Tom

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