Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Victor Lazlo who wrote (111215)	10/25/2000 10:27:58 PM
From: Randy Ellingson	Read Replies (2) \| Respond to of 164684

<<It will be interesting, because if they do over $4billion in revenue next year, and get at least a P/S equiv to WMT the stock will be a double from where it is at now. >> That's a wishful stretch.... Not the first one on this board, though.... Which part's a stretch? I guess the P/S, huh? On another note-- In case you're interested, that stockrebel punk hasn't changed his portfolio at all since the day you mentioned it here, and the equally-$-weighted positions portfolio I constructed that day is currently off 44%. These are the companies: BRCM CNXT CSCO GMST ITRA MCOM NOK OPTV PHCM PMCS RFMD And of them, only Broadcom is in the black. The comeback could be a while in the making. Randy

To: Victor Lazlo who wrote (111215)	10/26/2000 9:11:34 PM
From: Glenn D. Rudolph	Respond to of 164684

<<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. >> Brian, We are seeing 5% sequential revenue growth. Compunded that is abot 30% year over year. Comparing quarters in 2000 to the same quarters in 1999 are showing about 60% revenue growth. That is due to the fact that Amazon had sequential revenue growth close to 30% in 1999. There is a large difference from 5% to 30% sequential. Glenn

To: Victor Lazlo who wrote (111215)	10/26/2000 9:11:34 PM
From: Glenn D. Rudolph	Respond to of 164684

<<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. >> Brian, We are seeing 5% sequential revenue growth. Compunded that is abot 30% year over year. Comparing quarters in 2000 to the same quarters in 1999 are showing about 60% revenue growth. That is due to the fact that Amazon had sequential revenue growth close to 30% in 1999. There is a large difference from 5% to 30% sequential. Glenn