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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 222.530.0%Dec 16 3:59 PM EST

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To: H James Morris who wrote (52814)4/26/1999 7:15:00 PM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
Glenn, I guess Amzn reports this wed. It also appears that the "Thing" continues to make
acquisitions. It all continues it make it volatile. I'll hate to end this hedge, but I can't
from long distance.


James,

I understand the distance problem. I have the luxury of analyzing the fundamentals fo AMZN since I have no position. I hate to spend too much time on that but I am trying to guess what Bezos is doing.

Almost every acquisition is a Kleiner Perkins firm.
All are done with stock.
All are money losing entities with not much of a track record.

By the way, remind me never to write covered calls in this sector<G>

Glenn
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