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

To: Robert Rose who wrote (118976)	3/1/2001 12:59:04 PM
From: Glenn D. Rudolph	Read Replies (3) \| Respond to of 164684

There is been a lot of discussion about no one posts their sales. Let me bring the thread up to date if anyone cares. I sold DYN at a slight loss today due to concerns much of their profit has come from lucky energy exchange trading. I sold BRCM with a major loss today due to the slowing demand and over supply. I had entered BRCM twice one at $175 and a lot more shares at $82 while at the Bank of America conference. That was a large loss. I sold VIGN at a major loss while at the Bank of America conference. I did not like their presentation. I lightedn my position in BVSN at a loss and am still holding a small position. My main portfolio account is still on margin although there is enough fixed asset securities in this to pay off the margin so am not sure if one would consider that margin except I am paying interest. I am adding new money to the portfolio generated from business operations but will leave it on the side lines until I see a change in market sentiment and direction. I am keeping the balance of my energy and tech holding which I will have updated in my portfolio today. I still own ISLD and have nod sold due to only raising a minute amount of cash. I have not decided if i should clear it out. Glenn

To: Robert Rose who wrote (118976)	3/1/2001 1:12:37 PM
From: microhoogle!	Read Replies (4) \| Respond to of 164684

Robert, That is precisely my point. I assume that there will 17 million customers. I see them as a rich source of marketing targets both online and offline. For example, with every book ordered by a customer, I am going to mail out a sale catalog of the nearest brick and mortar store. BTW: How much does it take to market to 17 million customers? A lot, I presume and that could be savings for a company. With other etailers dying out, I do not think people are going offline. They will park their eye balls in remainder of the etail shops (i.e Amazon).

To: Robert Rose who wrote (118976)	3/1/2001 1:31:58 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 164684

>>but now proving ill-founded.....<< depends on your goal. if your goal was to boost stock price so you could sell over the short term, i'd say bezos was incredibly successful. i think that WAS the goal. btw, napster has 50 million customers - while their svc is free. if they charge - bye, bye to 95% of them. same w/ amzn. charge money to make yourself profitable... 17 million drops and drops badly - as will the amount of purchase per customer.