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

To: GST who wrote (105309)6/23/2000 4:58:00 PM
From: stockman_scott  Read Replies (2) | Respond to of 164684
 
<<? Will this trickle down to the infrastructure players??>>

IMO, this will NOT affect the leading players in the infrastructure area that much at all....I talked with a Partner from Trident Capital (a large VC Fund) last night at an event in Chicago....He said they are still investing aggressively but 'the Path to Profitability' factor is more important now than it ever has been before. I feel we continue to be in the early stages of the internet revolution. Amazon may help teach many entrepreneurs and investors some painful but important lessons. Profits do matter...;-)

Best Regards,

Scott



To: GST who wrote (105309)6/23/2000 7:15:00 PM
From: S. M. SAIFEE  Read Replies (1) | Respond to of 164684
 
If AMZN goes belly up whole sector will go down the tube including internet infrastructure look for CSCO to sell in teens!!!NAZ going down to 1500 and will still be overvalued.
AMZN will not survive.. negative cash flow, debt to equity @ 84... No doubt AMZN has created very smooth infrastructure
and excellent web site.. but what good if you can not generate profit... I just bought my first item on AMZN and was very impressed. May be too late.


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