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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 220.66+1.6%Nov 21 9:30 AM EST

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To: John Donahoe who wrote (57039)5/17/1999 11:58:00 AM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
But if you had solid information on these numbers and they did in fact indicate a
powerfully growing customer base with increasing repeat customers making significantly
larger purchases, would it affect your assessment of the company?


John,

Yes it would! One of my largest gripes about being long AMZN is their reluctance to provide their shareholders with information that is truly relevant. I do realise the stock has made a lot of longs a lot of money but the "fundamentals" are really not known but appear to deteriorate quarterly. I use the word appear because not enough information is provided to make a proper assessment. I was short AMZN for a long time which cost me a lot of money. I tried it long this year a few times but I can't get comfortable with so much unknown information. I panic out.

Glenn
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