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

To: Eric Wells who wrote (64751)	6/26/1999 1:59:00 PM
From: Sarmad Y. Hermiz	Respond to of 164684

>> I fear seeing a 30 point uptick at market open). There is a very slim chance of this, except on 7/8/99, if Yahoo has blowout rev and a great cc. >> The question is: when will fundamentals become important for the valuation of AMZN and other internet stocks? << We know that one also. When rev growth and entry into new lines of business slow down to under 50% annual. For instance if in Q2 Amazon rev is $330 million or less, and losses $50 mil, then the shorts will get revenge for sure. The only mitigation is if the balance sheet shows more cash and less liabilities from converted bonds. >> There is always the risk, however, of a respected Wall Street analyst (Blodget or Meeker) deciding on the spur of the moment that fundamentals are important ... << That will happen when growth in internet use slows. That's probably a couple years away, at least.

To: Eric Wells who wrote (64751)	6/26/1999 2:37:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

Eric <the mines that survived were the ones that had found silver and had kept producing silver from the very beginning.> I don't think there is much doubt that many, and perhaps most of the new internet firms will end up bankrupt. And many internet investors as well. But there is a striking difference between the net and sliver. The net really is inducing profound changes in the global economy, global politics and global society. When the dust settles there will be a very interesting and very different world, and many people whose lives have benefited from this. As for investing, I have been a 'valuation' bear more or less consistently for some time. But I try not to stand in the way when we get speculative surges.

To: Eric Wells who wrote (64751)	6/26/1999 3:41:00 PM
From: Jan Crawley	Respond to of 164684

I agree that discussion of fundamentals of internet companies at this point may be a waste of time IMHO and from my own experience, genuine discussions of Amzn's F/As often bring "reason" and "analysis" into my thought process and decision making; inevitably, affecting my ability to "trade"(long or short) Amzn effectively and therefore lose money. I am not sure how long this is going to be relevant; another year maybe? To be honest; I have not read(paid close attention to) any F/A articles and posts....etc re-Amzn for many months now. They said that "ignorance is blessing only when the info/knowledges are misleading and N/A.."