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 233.23+1.8%12:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: dennis michael patterson who wrote (29921)12/15/1998 2:37:00 PM
From: tonyt  Read Replies (1) of 164684
 
>The question is how/why AMZN can go higher without fundamentals?
>A look at AOL may help to answer this question (why the
>fundamental arguments, at least in their present form, are wrong-headed).

AOL has a somewhat predictible income stream. Once a customer is signed-up, AOL gets a monthly fee. The customer is required to 'work' to use another service (find a new ISP, cancel AOL).

AMZN does not have this advantage. That a customer bought this month cannot be used to predict that he will buy next month.

AMZN is not AOL.

btw, AMZN @ $235
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext