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


To: Glenn D. Rudolph who wrote (108882)9/23/2000 10:54:55 AM
From: Bill Harmond  Read Replies (1) | Respond to of 164684
 
>>Just rambling thoughts.

Wanna hear about my dream last night? There was a girl, a tiger, an island, four bottles of beer, oh, and an an airline ticket....



To: Glenn D. Rudolph who wrote (108882)9/23/2000 11:51:02 AM
From: H James Morris  Read Replies (2) | Respond to of 164684
 
Glenn, something you might want to think about.
This is from the Fortune article on Amzn which you brought in here earlier this week.
"What's more, many of the questions Cohen raised in 1998-about margins and the folly of pursuing headlong revenue growth-are now being asked by the rest of Wall Street.
Cohen, though, doesn't look back. "On Wall Street, being right on the fundamentals and wrong on the timing is the same as just being wrong," he says."The fact that our underlying analysis has proved to be ahead of its time isn't something I get any gratification from".