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

To: Lizzie Tudor who wrote (87757)	12/16/1999 9:14:00 PM
From: fedhead	Read Replies (1) \| Respond to of 164684

No idea. I wish I knew though. I have a position in ISLD (only because of a bunch of very good ex cisco network types work there) but I am wondering why there is such a disparity in their valuations. I have learnt that the market is usually right about relative valuation. (INTC vs AMD, ORCL vs IFMX, CSCO vs COMS) Anindo

To: Lizzie Tudor who wrote (87757)	12/16/1999 9:31:00 PM
From: KeepItSimple	Read Replies (1) \| Respond to of 164684

>You and me both. I use akam as my justification for b2b stock price! The problem that occurs when you throw away any scraps of reality when valuing a stock is that you inevitably resort to comparison valuing in an attempt to justify what would otherwise be obviously irrational. Compared to a newborn infant, I am Godzilla. I am under no illusion that I could sack Tokyo, however.