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.
Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 238.95-2.2%2:35 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tom D who wrote (10637)7/16/1998 5:10:00 PM
From: llamaphlegm  Read Replies (2) of 164684
 
Tom D. & John May:

Welcome. Good to have 2 bulls who want to be analytical about the company (as opposed to the stock -- m fowler et al). If you'd be so kind, could you make available your spreadsheet with a DCF analysis estimating when amzn will make a profit and what % of the global market in music and books it would need to capture to justify its current stock price. If you'd like, you could toss in any other product markets you'd like. If you'd like a head start or something to compare your own analysis to, kindly look for Manish Aurora's posts on TMF -- he's kindly posted his email and made his own spreadsheet available. I eagerly await your analyses, so we can have a freewheeling debate about the company's fundamentals, future and the assuptions that drive your models.

LP
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext