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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 233.22+1.8%Nov 28 9:30 AM EST

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To: Glenn D. Rudolph who wrote (23484)10/29/1998 5:01:00 PM
From: damniseedemons  Read Replies (1) of 164684
 
Sorry Glenn, I really can't say much more than I've already said (which was just basic observations--in no way to be taken as investment advice!).

I am not allowed to share proprietary information, including the economic model(s) and analysis I have.

>>I have heard this line too from the sell side analysts. Please tell me how they are terrific.>>

Hmm, maybe that's because Amazon's team really is terrific? I know when I met them I was blown away--Bezos is great, but I was extremely impressed with all the other folks throughout the company. And just for the sake of a reference point, you should know that very few people impress me.

-Sal

PS. Btw, Mary Meeker doesn't strike me as an evil stock manipulator (and even if she wanted to be, she does not have that much power). And aside from being a very good [sell-side] analyst (note that I think many of them aren't so good), I also think she's one of the wittiest people I've even known!
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