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

To: Robert Rose who wrote (91546)	1/19/2000 9:29:00 PM
From: GST	Read Replies (2) \| Respond to of 164684

Robert: Do you ever wonder what it would be like to wake up one morning and find net stocks trading at prices which look like they all just did a 4 for 1 split -- but when you check you realize that none of them did split, they just dropped? Bubbles don't necessarily end with a sign flashing which reads -- "ok, everybody out of these stocks, bubble about to burst". They can go "poof". How long does it take? Overnight? An hour? Half a day?

To: Robert Rose who wrote (91546)	1/19/2000 9:57:00 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

<< Well, there are two metrics: 1) how well the company is doing, and 2) how well the stock is doing. Over the long term, the correspondence is close to 100%. Over the short term, it can be close to 0%. >> Rob, re #2, the return for investors for the last 12 mos has been a big fat 0. re #1, well, I believe they lost the moon, the sun, and the stars, in pursuing the coveted "scaleability" and "first mover status", whatever unproven value these things may have. After all, we are only in the top of the 1st inning of this internet thing, are we not? If so, then AMZN has spent it's best plays, and injured its best players, in the top of the 1st. They will not recover in time, IMO. Victor