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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (19136)	2/19/2000 8:43:00 AM
From: John Pitera	Respond to of 63513

Tom, you are absolutely right about AMZN rolling up into something that will be around for quite a while. I just found it interesting that Luc was quoted in Business Week. shows how it pays to be provocative if you want to get quoted!!! I'm off to the Houston's Investor's Association monthly meeting at the Hilton Hotel, going to hear the CFO of ENE talk about their broadband trading expansion. see ya later. JP

To: Jorj X Mckie who wrote (19136)	2/19/2000 12:44:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 63513

The difference is AMZN as a retailer and at $20B cap is worth more mainstream than AOL a media delivery vehicle with a cap at the time of $200B. Think about it.. AOL still is worth $120B while AMZN - the new paradigm in retailing is worth on $20B. What's wrong with this picture... If AMZN shows income growth in the book business and modest income growth in other businesses watch this puppy pop. Of course notwithstanding our little macro problem with Greenspans policies. That could very well put the Kybosh on the entire market <period>. Great time to short the market??? OG