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


To: Glenn D. Rudolph who wrote (106971)8/7/2000 10:14:07 AM
From: Bob Kim  Read Replies (1) | Respond to of 164684
 
Glenn, Today was the first time he changed BNBN's rating. It was always a 2-1 prior to today, but when he started BNBN at $18, it was also a "core" holding and one of the "highest quality" companies with a more generous target multiple than AMZN's.

The concept of "new" ratings system is interesting. He has five ratings versus three he was using as of Friday. ML's system has 25 combinations, and about 12 are used with some frequency.



To: Glenn D. Rudolph who wrote (106971)8/7/2000 11:16:28 AM
From: Alomex  Read Replies (1) | Respond to of 164684
 
BNBN was a strong buy at 16. A buy at 5. A buy at 3 3/4ths and a neutral at 5.

More importantly, BNBN is a neutral at a Price/Sales ratio of 2. What does that make of Amazon which is currently trading at a P/S of 5 ??