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

To: Bob Kim who wrote (83196)	11/4/1999 6:54:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164687

"For most ML analysts"?? Do you mean Blodget gets special consideration somehow? I remain convinced that although he expresses concerns about losses, the real issue for amazon is top line growth which isn't there. I suspect he is getting detailed guidance from amzn and until they call him and say that they are really blowing out inventory he won't upgrade. He should have upgraded icge - it deserves an upgrade on improving fundamentals for the sector. I think Blodget is good with b2c, but somehow I don't believe he gets the b2b space, maybe in his conference calls he presents more detail that I don't hear though. Chuck Phillips is the man for b2b.... well, I agree with him anyway... <gg>