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

To: Robert Rose who wrote (64845)	6/27/1999 5:34:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

>> Given this scenario, a pe of 2,030 makes ebay a risky investment, even by inet standards. Besides, eBay's auction count has barely increased during June. And with the down time fiasco, and expanded float, I think they'll barely make the expected 5c.

To: Robert Rose who wrote (64845)	6/27/1999 6:01:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

<An analyst from Pacific Crest Securirties in Seattle put a 5-10 year earnings target on eBay this past Thursday of $28. > Rob, What I find rediculous is no one knows the competitive landscape five years from now much less ten years from now. It would make a little more sense to place a number such as total profit for online auctions five years out rather than on a specific company. Even the total would be difficult to project. Glenn

To: Robert Rose who wrote (64845)	6/27/1999 8:08:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

>>But are you not concerned that ebay is not quite the company that amzn is? If I had to own one, it would be eBay. EBay is a license to print money. 90%+ gross margins, scalable, textbook beneficiary of the principle of network effects, recession-proof...