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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.60+1.5%Nov 25 3:59 PM EST
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To: Sarmad Y. Hermiz who wrote (53765)4/29/1999 9:18:00 AM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
Mainly from fear that the conf call would generate a big surge on
Thursday. I am amazed that amzn mgmt could bungle it so badly. For such masters of
hype to fall so flat means only one thing. They have gotten so arrogant that now their
nonsense is being resented rather than applauded. Lets hope for a decent price to short
into.

Sarmad,

That was the worst conference call I have ever heard. There were questions that were not even close to asking for business secrets that they declined to answer. The most obvious is the cost of acquisition of a new customer. That was not answered as a trade secret. It has always been answered in the past and how would that help the competition?

Glenn
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