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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (1778)	4/17/2000 4:38:00 PM
From: Bruce Brown	Respond to of 1817

RE: Amazon Has anyone been shopping at Amazon lately to see that they finally added the new interface additions of "Health & Beauty" and "Lawn & Patio"? Amazon has now grown the interface to 12 separate divisions through the partnerships and expansion (including the auctions). Many expect the book division will most likely be coming in at a profit with the quarter's report. BB

To: Bruce Brown who wrote (1778)	4/18/2000 8:55:00 AM
From: Teflon	Respond to of 1817

BB, as you can see from this portfolio of selected Godzilla favorites, they have pretty much matched the NASDAQ's performance ytd. A little surprising... siliconinvestor.com I do not own any of these stocks currently as I have focused entirely on the B2B sector, although I am watching them closely as at some point there will be real value for the taking here. Teflon

To: Bruce Brown who wrote (1778)	11/28/2000 6:47:45 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 1817

An interesting article about Merrill Lynch having to cancel their December Internet conference in Arizona: america-invest.com While Web chat rooms are filed with snide remarks about senior Wall Street analysts who warmly recommended heavy losers, Merrill Lynch’s plan to reconvene Net investors next spring might be well inspired. Net companies not offered up as sacrifices during these tough times might be headed for a recovery by then, with fewer competitors around and a business model proven viable through the most cynical of times. As the carnage has worked its way through the entire Godzilla sector and the weaker players go bust or belly up, eventually the strongest business models will prevail. I'm keeping my eye on companies like Yahoo!, eBay, Amazon, AOL and a few others to see how the next year shapes up for them to see who emerges from the pile of ashes. BB