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

To: Glenn D. Rudolph who wrote (112908)	12/18/2000 11:56:44 AM
From: 10K a day	Read Replies (1) \| Respond to of 164684

No man. Don't label it ECommerce. Let's LABEL it BOND abuse. And Broker ABUSE. And Trading Abuse. Let's label it INSIDER SELLING. and STUPID One Click POTSHOTS. Let's put the BLAME ON MSDW ...where it belongs. LOL It's all MSDW's Fault!

To: Glenn D. Rudolph who wrote (112908)	12/18/2000 12:24:06 PM
From: Alomex	Read Replies (3) \| Respond to of 164684

Random thoughts: - I think it is unlikely that the drop in sales from Etoys is all due to Amazon.... the whole sector is weak... - Amazon will have a cash position at the end of the quarter of over a billion dollars.....and accounts payable for 300-400 million dollars....

To: Glenn D. Rudolph who wrote (112908)	12/18/2000 12:43:51 PM
From: John Chen	Read Replies (1) \| Respond to of 164684

Glenn, what is 'operating cash'? All my cash is operating. Also, I can operate better on more cash. I heard Cisco has 'operating cash' needs reserve, why? Please educate! Thanks in advance.

To: Glenn D. Rudolph who wrote (112908)	12/18/2000 12:51:13 PM
From: swimmygoof	Read Replies (5) \| Respond to of 164684

Yes, I believe Amazon can raise more cash if it needs to. Kleiner Perkins is still heavily into this....a few hundred million in a private placement wouldn't be much of a challenge with their connections. Hell, John Doerr could open his own wallet and cover it himself. It would admittedly be near impossible to raise $2 billion in this market unless the Saudi prince rides in on a white horse (which btw, I would do if I were the Saudi prince, since it would send the stock through the stratosphere and ensure AMZN's future as the dominant etail force of the century). AMZN has 6 years to worry about how to pay off the debt. Unless we have a 6 year bear market, there will be a window of opportunity sometime. I do not believe they will need to raise any cash this year. They could simply turn off the marketing machine and stop giving discounts to increase their cash position. Buying more at $20... Swimmy P.S. I must admit that I'm getting quite a pit with the level of risk I'm taking, but I have to take it because of the more massive potential reward.