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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (47272)	7/30/2000 5:58:44 PM
From: The Phoenix	Read Replies (4) \| Respond to of 63513

No doubt - the income statement doesn't look that good when you consider the cost of building the franchise. However they are making money on sales and G&A and marketing costs will come into line as the franchise builds out. Anyone arguing against AMZN on the net is a hyprocrite in my book since AMZN is one of THE franchises on the net. If AMZN can't cut it we will all be folding up shop. They're trading at 5 times revenues - seems pretty cheap to me (again notwithstanding costs of building the franchise) and seems like little downside especially with the holidays around the corner. If they can't go it alone they'll get bought by Wmart or Kmart or some other mart but I wouldn't hold my breath. 10 years from now folks will be kicking themselves for not having bought AMZN. Of course this is all JMO. OG

To: Lizzie Tudor who wrote (47272)	7/31/2000 1:01:17 AM
From: Libbyt	Read Replies (1) \| Respond to of 63513

Don't ever head to the Amzn thread and proclaim yourself as a long, lest you be bitten by 1000 attack dogs. LOL!!! Hi Lizzie....I checked to see if you had been posting anywhere, and saw this post. You know how I feel about that subject!!! <g> Libbyt

To: Lizzie Tudor who wrote (47272)	7/31/2000 1:07:59 PM
From: John Pitera	Read Replies (1) \| Respond to of 63513

WOW...a Tudor siting in our very midst...... what has become of the world -g- how have you been..... and oh yea remember that talk back in Q 2 of 1999 of QCOM ultimately getting back below it's 200 DMA....I guess we finally did that with our sub 100 plunge to 50 a few months ago. ....The more things change........ :) JOhn

To: Lizzie Tudor who wrote (47272)	8/3/2000 12:15:04 AM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 63513

But its hard for me not to believe that they will eventually dominate a highly lucrative area of retailing. I just wish they didn't have all that debt - if not for that I would buy. Liz, Let's think about this for a moment. You would buy Amazon but you do not want to buy it due to all that debt. What caused Amazon's fundamentals to be so bad? Meaning why so much debt? If the firm is good and you are bulling, then that is fine. If the firm has created more debt with which you are comfortable, then you do not like to be long the stock. Let's get a handle on this. Amazon is not a religion. It is a stock and you are stating clearly you do not like the balance sheet. However, people that are bearish on Amazon don't have a clue??? You sure got me on that one. Glenn