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

To: Sarmad Y. Hermiz who wrote (114818)	1/9/2001 12:56:40 AM
From: Glenn D. Rudolph	Respond to of 164684

Anyway, re EXDS. I really don't know. I do expect their energy costs to be very high. But I also expect people to be intelligent about this cost and realize it is transitory. But I don't know. I keep reading that hedge funds are shorting it heavily. But I am convinced it is a good business to be in. Of course I was also convinced Amazon would go bankrupt. It almost bankrupted me instead. So now I'm never too sure of my stock conclusions. Sarmad, Let's not confuse understanding fundamentals and understanding stock price movements. The latter sometimes is very difficult to ascertain. See The Globe.com. On the other hand, look at the current fundamentals of Amazon. They are on the road to profitability correct? Re EXDS. I agree with you it is a great firm. Also, some earnings hit due to higher than planned power prices could occur. Fundamentally EXDS could raise their fees which all competitors would have to do too since no one receives their power for free. The issue is transitory just as you stated. The question is what will the maket do? I do not have a clue.