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

AMZN 239.30

-1.0%

Jan 30 9:30 AM EST

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To: Verkaylac who wrote (22784)	10/23/1998 5:56:00 PM
From: Bill Harmond	Read Replies (2) of 164685

That's not it. OC can (and should, but won't) tell you that Mary's 8/4 report speaks about "near-term valuation concern." She's not hyping anything. She's speaking about Amazon's viability and her belief that Amazon is the next America Online. Her title for the report is "AOL Part Deux." That's not hype, because she was right-on (and in a minority) about America Online back in 1993, where she has lived through all the pedal-to-the-metal marketing spending and thus posponed profitability that AOL practiced to get big fast. That's what she defines as "swinging for the fences." Think Mark McGuire if you're long. IMO, think Mark McGuire if you're short. Mary doesn't lowball anything. I have found that here estimates are on the high end. Glenn can tell you that Mary's revenue estimates are on the near high side for this quarter, and I don't know of any other analyst expecting profitability in 2000.

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