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

To: Tom D who wrote (76607)	9/5/1999 1:18:00 PM
From: Robert Rose	Read Replies (3) \| Respond to of 164684

<He is moving on to internet sectors with better risk/reward ratios.> I imagine one sector is B2B. Another is probably comm infrastructure. Any others? Also, does he 'name names'? Finally, can you point me to any links? I believe in this guy.... Rest of post: LOL! Especially: <<Amazon> almost reminds me of riverboat gambling: its sort of like a voluntary ignorance tax.> <g>

To: Tom D who wrote (76607)	9/5/1999 1:36:00 PM
From: H James Morris	Respond to of 164684

>>But I have no guilt at all for my investment in AMZN. <, TomD, your taking this guilt thing too far. This year I have bought stocks that I never would before and made big bucks. Do I feel guilty? Hell no!! I BTC my Mot shorts last Friday and lost some $money. Do I feel guilty? Hell yes?? Ps Sorry you missed Icge. Here's one that you shouldn't miss. Trust me on that. >>The overwhelming demands for faster Internet access have accelerated the plans to go public for several companies. Over the next few weeks, there are several large players set to take the stage in the IPO arena. Charter Communications (Nasdaq:CHTR), the 4th largest cable television operator in the US that is partially owned by Microsoft co-founder Paul Allen, is set to make a huge splash with a $3.45 billion offering. Cable system operators have recently gained much attention as one of several solutions to the bandwidth bottleneck that is created between the slow Internet connection from customer's premises to the fiber-optic networks that carry data at very high speeds around the world<<

To: Tom D who wrote (76607)	9/5/1999 2:13:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

I have been studying Jacob Ryan, the manager of the Internet Fund from 12/97 thru 5/99. In this period his fund gained 562%, making it the most succesful mutual fund in history. Anyway, Ryan sold all his AMZN in March '99, and he does not invest in B2C eCommerce companies. He is moving on to internet sectors with better risk/reward ratios There is a new mutual fund coming from somebody for comm infrastructure. This would be the networking companies... I like the sound of that, perhaps he is moving to that area. I also think that b2b is crowded with companies like chemdex which are not really b2b, and that is the real danger with the b2b incubators in my view.

To: Tom D who wrote (76607)	9/5/1999 2:20:00 PM
From: Glenn D. Rudolph	Respond to of 164684

When AMZN made its spectacular run in 1998, there were not very many "respectable" internet investment opportunities competing with AMZN. There was a supply-demand mismatch for "quality" internet stocks. You are correct and I really missed that part of the equation. have been studying Jacob Ryan, the manager of the Internet Fund from 12/97 thru 5/99. In this period his fund gained 562%, making it the most succesful mutual fund in history. Anyway, Ryan sold all his AMZN in March '99, and he does not invest in B2C eCommerce companies. He is moving on to internet sectors with better risk/reward ratios. Is there a link to obtain this information so I know where they are moving? I am a good Catholic and have taken many guilt trips. This is a bit of a subject change but I admit to never understanding the concept to this. I am not passing judgement right or wrong. Just admitting my ignorance. The only questionable things it does are its failuures to disclose information to investors, like the equivalent of same store sales. This will hurt naive investors. But it only hurts people who "volunteer" to invest in it, like KG4. It almost reminds me of riverboat gambling: its sort of like a voluntary ignorance tax. It bothers me that investors going long put up with this. The tune of Amazon management would change if the longs sold until management gave the proper information. I understand the ignorance issue. And if, in my arrogance, I am wrong about AMZN, I can live with it. Tom, Why is it arrogant to no longer believe in a stock? You have your right to your opinions I believe. Glenn