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

To: Eric Wells who wrote (86406)	12/6/1999 6:25:00 PM
From: Lizzie Tudor	Respond to of 164684

Microsoft has the ability to realize much higher margins via producing software, than Yahoo can realize by offering services in search, ISP, email, ecommerce, etc. Not really... I know that Oracle was trying to get out of the software sales cycle forever and switch to a transaction-based or service revenue model and was never able to achieve it (until recently thanks to the shortage of tech personnel for Oracle apps installation + the internet). Yahoo is closer now to service revenue than msft... neither are there now, I agree but yhoo is closer, imo.

To: Eric Wells who wrote (86406)	12/6/1999 6:57:00 PM
From: James Thai	Read Replies (2) \| Respond to of 164684

No arguments from me. I lost 75% of my capital shorting AMZN (via puts) on valuation 2 years or so ago. But, as someone once described it to me (or maybe I dreamt it, I can't remember) This mania is like having a huge stream of cash zipping by your window. All you have to do is reach out and grab some. It's great for awhile, until your arm gets ripped off. James.