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

To: Bill Harmond who wrote (83826)	11/10/1999 11:52:00 AM
From: Eric Wells	Respond to of 164684

William - you're right, I got carried away in using the verb "bleeding". I would not say they have gotten to that state. -Eric

To: Bill Harmond who wrote (83826)	11/10/1999 12:00:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Am I the only active Amazon bull left on this thread? I think you all should let me entertain my personal delusions, and we should stay off-topic! That is my plan now since I will never buy it. Your recommendation of MU so far would be good. My lack of comfort in these valuation is a problem so I do not pull the trigger. Glenn

To: Bill Harmond who wrote (83826)	11/10/1999 12:07:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Am I the only active Amazon bull left on this thread? I think you all should let me entertain my personal delusions, and we should stay off-topic! No, I'm an amzn bull. BTW the tools site is up, and I like it. I'm sure they put that in for xmas - Amzn realizes that the generic "gifts" that some sites use is worthless, everything needs a category - I agree with that, and home improvement is as good as any. However short term I think expectations are a little high for this xmas season - I don't know how it is possible to exceed to the upside really for amzn. This reminds me a little of my old Oracle days in the early 90s, the enterprise stocks were the hot thing and msft (which was on fire in 1991 or so) cooled off a little to digest their prior gains and 3:1 split etc. PS I am convinced based on actual exposure to the business that back-office (warehouse automation etc.) is NOT well understood by the technical management of many etailers. Amzn may very well have overbuilt in the wh automation area - not a catastrophe but something they will need to work through.