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

To: Radim Parchansky who wrote (73312)	8/11/1999 5:17:00 PM
From: Tradegod	Respond to of 164684

I wonder if AOL hadn't been hosting a meeting with Mary after the close if it might have sold off toward the end also. Lehman put a 200 target today, and Ted David from CNBC interviewed the analysist a few minutes ago. Ted's not one of my favorites, but he asked some tough questons: 1), how the hell did you come up with that price, 2) Are investors supposed to just igonre all of this Microsoft etc, free internet possibilities that may be lurking. Answers to the questions were not very strong. Basically justified AOL's price on Yhoo's valuation (Now that's a novel idea!) Secondly said that they had dealt with competition before.

To: Radim Parchansky who wrote (73312)	8/11/1999 7:33:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 164684

<<AMZN rated STRONG BUY!>> I think that may be going way too far...IMO, this company was one of the first web pioneers (like AOL and YHOO). Yet, AMZN is still no closer to profitability than they were a few years ago. If I was an internut analyst I would not rate AMZN more than a "Hold" for right now. Show me the margins and the ROIC <G>. I love to buy from Amazon BUT I'm not the biggest believer in their business model. Best Regards, Scott