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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 222.69+0.1%3:59 PM EST
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To: Bill Harmond who wrote (56102)5/9/1999 9:58:00 AM
From: Paul Hackett  Read Replies (3) of 164684
 
Internet e-commerce is not rocket science. There are many similarities between AMZN and CDNW and a lot of companies that could achieve the same results and lack of, respectively.

And they are very comparable as Carlos SLIM sees it:

........................................... AMZN...........................CDNW
Reg. customers.................. 8 million........................ 2 million
e-commerce
Rank by visits.........................#2..............................#3.
Sales (last 1/4)..................290 mil...........................38 mil.
Music sales (last 1/4)..............?? mil.........................38 mil.
Debt..........................................1.5 bil.........................0
customer service.................outstanding.................excellent
hype.....................................mucho.......................casi nada
Internet darling........................yes.............................NO
upside potential w/in 1 yr...max. 3-4 bagger ??....max. 10 bagger??
current downside potential......22 bil........................400 mil.

Which looks like a safer bet, if not necessarily a better stock choice at this time?

Amazon.com is a great company with great leadership, but e-commerce is very, very young and nobody knows how this is going to play out. Even considering AMZN's recent plunge, it is viewed as over-valued by many.
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