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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (62630)	6/15/1999 11:46:00 AM
From: 16yearcycle	Read Replies (2) \| Respond to of 164684

The trial. Glenn, I would not know where to start. The hanging judge is against them. They have screwed up in every way. They seem mystified that their aggressiveness is coming back to haunt them. He will rule against them, and they will appeal. We can't KNOW what will happen and therefore have to buy when the stock is suppressed, and on fa.

To: Glenn D. Rudolph who wrote (62630)	6/15/1999 11:57:00 AM
From: 16yearcycle	Read Replies (1) \| Respond to of 164684

Yhoo is selling at 60x revenues, and about 240x aggressive e estimates. Amzn at about 8-9x revs, based on estimates. But aol is still at about 250x e. Doesn't anyone else think that is really more out of line than the others? It's not growing anywhere near as fast. Assume, blindly, that fa matters, although it may not.

To: Glenn D. Rudolph who wrote (62630)	6/15/1999 12:00:00 PM
From: Sam Citron	Respond to of 164684

> management is unhappy with the [MSFT] stock price. Compared to most of its competitors in this correction, I thought MSFT has held up rather well. While I can understand their disappointment that their stock options are not doing better, MSFT's performance relative to its peers suggests to me that it will have little difficulty competing for talented individuals. As far as the trial is concerned, I expect MSFT to gain about ten points on the day the trial is finally concluded, almost regardless of the outcome. The expense and distraction have been draining and even an extreme situation, such as a forced break-up, would not be bearish.