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


To: H James Morris who wrote (101817)4/20/2000 4:29:00 PM
From: Glenn D. Rudolph  Respond to of 164684
 
>The stock AMZN and earnings don't apply right now, and I doubt very strongly they ever will.
I agree. But why are "all clowns must be destroyed" posters coming in here now?


James,

We are thinking a lot alike on this issue.



To: H James Morris who wrote (101817)4/20/2000 4:32:00 PM
From: Danny  Respond to of 164684
 
I also forget to do the promised monthly comparison on
the B2B leaders, but anyway....

Since Mid Feb:

ARBA: down from 100 to 70, a loss of 30%
CMRC: down from 150 to 55, a loss of 64%
VERT: down from 100 to 40, a loss of 60%
ITWO: down from 125 to 107, a loss of 14%

Given the strong performace of CMRC in the recent quarter
and its booming business momentum, I think CMRC is the
cheapest stock here and has suffered unjustified losses
during the recent downturn. Therefore, I believe it
offers the best opportunity in terms of price appreciation
going forward.

Of course, all the comparisions above are on a relative
basis, ie, we assume B2B is here for real and the above
companies have sounding strategy to stay in the game.



To: H James Morris who wrote (101817)4/20/2000 4:45:00 PM
From: Danny  Read Replies (1) | Respond to of 164684
 
Hmm, just realized I made a mistake on CMRC performance

I forgot to take into account of 2-1 split....

Therefore, from Mid-Feb
CMRC: down from 75 to 55, a loss of 27%.

Well, this looks more balanced



To: H James Morris who wrote (101817)4/20/2000 4:46:00 PM
From: RJL  Respond to of 164684
 
"But why are "all clowns must be destroyed" posters coming in here now?
Do you think we're a bunch of clowns...like the Motley Fool?"


I can't address the posting habits of other SI members. I was simply pointing out a fact about AMZN (that they don't earn a dime). Something a remarkable amount of people seem to forget.