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

To: Lizzie Tudor who wrote (67531)	7/13/1999 11:17:00 PM
From: Sam Sara	Respond to of 164684

>I am familiar with Ariba, I would wait for a lower price on that one. It is a software company and vulnerable to y2k, plus the insider lockup is expiring right around Oct if I remember right... wait until then Two comments: 1) My time frame is very short here- I posted earlier that I thought that AMZN might beat earnings/have good PR and not fall prey to post earnings decline, but I have no wish to buck the market. Safe money is to assume post earnings decline in all net stocks. For a long term holder, who cares, but for someone with a shorter time frame like me, I will be a seller. Entry point is difficult to discern, but I will be waiting for clearer signal than has been sent so far. Next week, perhaps. 2) Lock up share expiration is certainly a worry in any company, but the market seems to be more spooked by secondary offerings lately. Maybe people do not do DD, and do not realize when lockups expire, so stock price is not affected so much (witness INSP recently, which I believe has had lockup period expire recently). Secondary offerings, on the other hand, are announced to the public, and are hard to miss, and often lead to price decline. Interestingly, once these shares are priced, there is sometimes an upswing in stock price even before shares start trading, a phenomenon I have no explanation for.