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To: Chuzzlewit who wrote (152953)	2/3/2000 1:03:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<One analyst said that AMZN's results vindicated its model! I think the inmates are in charge of the asylum.>> LOL.....Chuzz, I think you are right....the 'inmates' are making too much money off the game to let the Amazon train stop anytime soon. Yet, I prefer to invest in profitable firms (or new companies that are pioneers that can CLEARLY articulate a path to profitability)..<VBG>... What is your latest thinking about when DELL will resume its run for a new 52-week high? Some of my relatives (with big DELL positions) keep asking me and unfortunately I don't have a good answer. It's a blessing that they are diversified (and have nice positions in other tech stocks like CSCO, EMC, ORCL, and SEBL). I hope things are going well for you. Best Regards, Scott

To: Chuzzlewit who wrote (152953)	2/3/2000 1:11:00 PM
From: rudedog	Respond to of 176387

chuzz - RE: One analyst said that AMZN's results vindicated its model! well, it's certainly true that the results are in line with the model... LOL!! But sometimes I feel like I've gone "through the looking glass" with some of these analysts.

To: Chuzzlewit who wrote (152953)	2/3/2000 9:44:00 PM
From: Sr K	Read Replies (1) \| Respond to of 176387

OT AMZN Amazon thinks excess inventory and a $39 m writedown are a one-time event. Maybe an afterthought. But they had "$221 million in inventory, up more than sevenfold from a year ago. That was after writing off $39 million in excess inventory for the quarter." nytimes.com "We knew that the fourth quarter would be a defining moment for e-commerce and that Amazon had to compete at the same level as other less mature, more desperate players," said Anthony Noto of Goldman Sachs. "The price to pay was the inventory, but at the end of the holiday season they came away with customers who are still satisfied." and how's this for an upbeat excerpt: siliconinvestor.com "Merrill Lynch Internet analyst Henry Blodget raised his 2000 revenues estimate to $2.75 billion from $2.6 billion and 2001 estimate to $4.6 billion from $4.4 billion. His 2000 earnings estimate was lowered to a loss of $1.15 per share from a loss of $1.00 per share."