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


To: Bill Harmond who wrote (74954)8/20/1999 10:26:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
You better stop firing at your own troops general. I love amzn at these levels, yhoo, aol, not crazy about ebay but I like dclk and all the infrastructures like juniper.

I don't like pcln from a valuation standpoint, last I looked amzn was 1.5x mkt cap of priceline (probably more like 2x now)... thats ridiculous, pcln is unproven whereas amzn is a powerhouse on a lot of different levels. You could even make an argument that drugstore.com is destined to be a gorilla in healthcare and how farfetched is that if you accept that priceline will lead travel?

Cmgi I never liked and I'm glad people are finally waking up to their junky portfolio. I think I'll pick up a little icge though as a back door vert + lots of others.



To: Bill Harmond who wrote (74954)8/20/1999 10:33:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
Since you read adweek have you seen anything about some new promotions for amzn? Their last one promptly ceased out here. Maybe they have something good planned for xmas?