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To: Bob Kim who wrote (108630)9/20/2000 10:13:08 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
"We came away from the meeting with the same sense we usually do: that Amazon has
enough going for it that, for long-term investors, it is probably a mistake to miss the forest
for the trees: e-commerce will likely represent a major opportunity over the next decade and
Amazon is the undisputed worldwide leader."

Bob,

HB did not address the cash situation for the next decade nor the impact of Bertelmann's considering Bertelmann's has $13 billion and no debt. Beterlmenn's also stated they paln on being the world leader in e-commerce. I will go read his report.

HB does not return my emails. Neither did Jamie Kiggen. I a, getting a complex <VBG>