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

To: Robert Rose who wrote (109108)	9/27/2000 5:05:03 PM
From: GST	Read Replies (1) \| Respond to of 164684

Robert: I definitely agree that your stance is current received wisdom -- and it could be 100% right on. But think about it for a minute. Somebody has to pay for the infrastructure. How strong are the customers?????? How long can weak customers lay out billions for expansion at any cost??? If the orders dry up because the customers run low on cash, then what???? Can it happen??? What are the odds????? That is the risk to price into the stocks. Is it priced in now???? Or do current valuations simply assume that the orders are 100% rock solid????