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

To: GST who wrote (118314)	2/21/2001 2:34:27 PM
From: John Chen	Respond to of 164684

GST,re:"The company has never been in better shape". Give Bezos some credit this time. At least he knew the problem and tell it like it WAS, ALWAYS HAVE BEEN.

To: GST who wrote (118314)	2/21/2001 2:49:11 PM
From: schrodingers_cat	Read Replies (2) \| Respond to of 164684

Emergency Fed meeting yesterday morning. Message 15386791

To: GST who wrote (118314)	2/21/2001 2:55:36 PM
From: H James Morris	Read Replies (2) \| Respond to of 164684

Gst, now I know why my recent entry back into SunW was not smart. It's all those .com SunW servers coming back to SUN. >$5 billion buys 112 Web companies Whether it was bargain hunting or speculation or consolidation, 112 Internet companies changed ownerships in January in deals worth $5 billion. "The Internet sector saw more than two weddings for every funeral," said Tim Miller, chairman of Webmergers.com. He added at least 49 Internet companies closed their doors, estimating the companies had run through $1.5 billion in investment. Miller said struggling Web companies could avoid shutdown by planning. We advise startups to begin planning for M&A as an exit option from the very beginning, at the business plan stage," he said.

To: GST who wrote (118314)	2/22/2001 1:54:37 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

("The company has never been in better shape,") Since this company has done nothing but lose money, you could argue that it is "business as usual at AMZN". Things did not get worse, they have always been this bad <vbg> GST, You are correct and your point is funny. Actually, funamentals have become worse. This is the first time Amazon will have to deal with an inadequate amount of cash with no improvement at all in operating funamentals. I know you are a knowledgeable macro person but on the micro side, vendors will prefer to not sell a customer than take the chance of not being paid. Vendors are far smarter than most people think and clearly smarter than apparently what bezos thinks. Glenn