Amazon.com, Inc. (AMZN) Message Board

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

AMZN 231.57

+1.1%

10:26 AM EST

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To: put2rich who wrote (9870)	7/10/1998 10:35:00 AM
From: Mark Fowler	Read Replies (1) of 164684

Hi Mark, isn't Dell is too hi? If growth is not as expected? I know I am too value investor and sometimes miss chances. Thanks << Funny you would ask that questioned about Dell when your over here shorting Amzn. I would like to think of it as you are trying to kiss a rattle snake without getting bit... good luck! No, Dell's asset turnover is 4 times the industry growth rate. Growth rate for industry is estimated at 15 to 17% this yr. So there P.E. is in line with growth. I believe money is rotating from internet stock profits into techs.IMHO

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