Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Harmond who wrote (102928)	5/8/2000 8:43:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

How do you square these (over-the-top, IMO) estimates with the company's assertion that they will finance even capex from cash flow this year? William, I am being blunt. I do not believe management. I do not believe the book business was truly profitable in Q4 99 and Q1 of 2000 either. It was a matter of cost allocations. Finally, this is their quote: "they will finance even capex from cash flow this year?" Did they say how? Glenn

To: Bill Harmond who wrote (102928)	5/8/2000 9:54:00 AM
From: H James Morris	Respond to of 164684

>You and Amazon are diametrically opposed in your outlooks. I would suggest Glenn, and you are also. I'm only talking about Amzn... other than that... you two seem to get along great. Btw bought neta @25, tmic 16 7/8 and sws @ 41.