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


To: Randy Ellingson who wrote (98344)4/2/2000 7:15:00 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Randy: I am long AOL -- looks like we see "value" in different spaces.



To: Randy Ellingson who wrote (98344)4/2/2000 7:26:00 PM
From: Glenn D. Rudolph  Read Replies (5) | Respond to of 164684
 
AOL and YHOO are right there with AMZN on a YTD time scale -- take your pick. Oh, but they
are profitable, unlike AMZN.

Long AMZN, YHOO.


Randy,

Since we are off topic<G>, what do you make of the relative strength of Amazon compared to YHOO or AOL? Everything I read indicates only those nets "showing a sure path to profitibilty will not be "spared." The analysts have increased losses although management has stated Q4 99 was as bad as it would get. I am wondering what I am missing. Is there a sense in the market the tide has turned to the plus side in spite of the analyst's projections. I am not debating this just trying to learn or maybe the correct word is see what I am missing here.