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

To: Eric Wells who wrote (80259)	10/12/1999 12:00:00 PM
From: radames	Read Replies (1) \| Respond to of 164684

LOOK AT THE LONG BOND !!!!6.24% wow the last time that the long bond was this high amzn was at 40,ebay 75 etc,,if that number is not a wake up call that intrest rates may be going higher in the near term than i don't know what is,,imo if we cross 6.25 than you have to be very carefull with the high p/e multibillion dollar market caps,,,if intrest rates go up it could put a dark cloud over the net and e-commerce,,if people are saving money and not spending or cut their spending substantially it will not matter how great the technology is because people the publics priorities will be different,,,

To: Eric Wells who wrote (80259)	10/12/1999 1:52:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

The operating margin isn't the sole reason. It didn't enjoy such levels of profitability when I first bought it in 1997. I pointed out the extraordinary level of profitability to you because if you understood it I doubt you would have been posting like you have for the last week. Yahoo has been throwing off cash from operations seven quarters. Operating income doesn't include interest income. Don't listen to KIS. He'll say anything. I don't know of any other company that has Yahoo's combination of top-line growth and operating margin.