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

To: Glenn D. Rudolph who wrote (111123)	10/24/2000 11:59:53 PM
From: Killswitch	Read Replies (3) \| Respond to of 164684

I can understand your suspicions Glenn, but I will go on record as buying into their guidance. I think we should take bets on when you will finally admit they aren't going bust... I am guessing it could be next summer. It will be interesting, because if they do over $4billion in revenue next year, and get at least a P/S equiv to WMT the stock will be a double from where it is at now.

To: Glenn D. Rudolph who wrote (111123)	10/25/2000 1:36:53 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 164684

>>Why did Jenson not say we burned $68 million in cash?<< b/c he didn't have to, plain and simple. there is no accountability for misleading folks in this way and so many, many people do. the issue isn't whether amzn goes bust or not. the issue is how much more of the pie must be doled out in order to stay afloat. a $300 million burn rate is HUGE. btw, comparing amzn to wmt, as some have, takes some very fuzzy math and even fuzzier thinking, imho.

To: Glenn D. Rudolph who wrote (111123)	10/25/2000 1:47:29 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

glenn, this is an interesting post. I must admit that I do not read all the posts re: amzn itself, regardless of the author, because frankly the stock itself does not interest me much, and hasn't for a long time. At any rate, if what you say is accurate (and I have certainly no reason to doubt otherwise), I must wonder where all this adds up. I would think that a LT long would be increasingly uncomfortable, despite any indications to the contrary. Comments, William?