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

To: Glenn D. Rudolph who wrote (106486)	7/26/2000 10:54:39 AM
From: Bob Kim	Read Replies (1) \| Respond to of 164684

Glenn, His firm Wit Soundview did. The part I didn't know was about the $5.2 million signing bonus. RE: EMC Sudden price target increase is convenient for Focus 1 selection, but only gives the stock room to $87.50 before its in downgrade territory. Historically, ML used to count on a 10% Focus 1 gap up. The analyst should point out that INTC and ORCL are rated Accumulate, or one notch below EMC and other Buy-rated stocks like Amazon and Pets.com. ML today: "We reiterate our Buy rating with a $105 price objective, which is 105X our 2001 estimate. The PEG ratio is a bit over 2X on next year’s earnings, expensive but less than other franchise names such as Intel and Oracle." [emphasis added] ML 5 days ago: "We reiterate our Buy rating with a $100 price objective, which is 100X our 2001 estimate. The PEG ratio is a bit over 2X on next year’s earnings, expensive but less than other franchise names such as Intel, Oracle, and Cisco."