Amazon.com, Inc. (AMZN) Message Board

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

AMZN 226.99

-1.1%

3:59 PM EST

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To: Bill Harmond who wrote (19581)	10/2/1998 9:02:00 AM
From: M. Frank Greiffenstein	Read Replies (1) of 164684

How do you know? You are speculating about Bezos like the rest of us <g>. AMZN SEC documents are annoyingly short of detail. We know that AMZN's only assets worth anything is bonds and I think we can agree this consists partially of short term treasuries. But derivative activity is off balance sheet . We need to know the notional value of those bonds to see if he is hedged or not. But we won't get that, nobody ever publishses that sort of stuff, for example, we never get any detail in any company's 10K about foreign currency hedging details. Anyway, speculation is fun! DocStone

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