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

AMZN 246.42

-0.4%

Jan 12 3:59 PM EST

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To: Rob S. who wrote (11728)	7/26/1998 11:29:00 PM
From: Bill Harmond	Read Replies (2) of 164684

>>I wonder why Microsoft wasn't valued at $6.5 billion before they showed their first profits? You need to school yourself (and then ponder) what "backfill opportunity" means. Alot more is known and the Internet/client/server infrastructure is defined and established now. If you look back and think that today's e-commerce stocks are shorts because Microsoft sold at x p/e during year x, then you are wasting your time and money. Sales are showing "clower4" comps because the base is growing larger. It's inaccurate to assess that momentum is slowing because Q/Q rates are smaller. Competitors are not real competitors until they start taking share. >>The most important thing is that management admitted that they were starting to see an impact from competitors sites and advertising campaigns and that sales would be flat to only marginally up this quarter. Yeah, sure. Book sales tail off during summer. Other than that, keep your eye on share. That's all that matters as far as competition is concerned. Comparing Amazon to Wordperfect is a joke. Where is the parallel? Is Barnes and Noble Microsoft?

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