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

To: H James Morris who wrote (119132)	3/3/2001 1:15:43 AM
From: Glenn D. Rudolph	Read Replies (3) \| Respond to of 164684

I find it incredible how Billy's picks keep hitting all time lows! Maybe because his picks never seem to make a profit! Maybe but I believe Akamai will do well long term. We need a broadband roll out to the masses first. I am not sure how long away that is but it is sure farther away than I had anticipated. I am not much on reading much into the analysts. My opinion is most are clueless. In any event, value is in and stocks with losses are out.

To: H James Morris who wrote (119132)	3/3/2001 2:09:02 AM
From: 10K a day	Respond to of 164684

i remember CNBC doing a peice on the AKAM ceo .... when he made like a billion dollars in ONE day... (when his stock was flying high...) I laughed...it was absurd....

To: H James Morris who wrote (119132)	3/3/2001 10:40:37 AM
From: GST	Read Replies (2) \| Respond to of 164684

"his picks never seem to make a profit!" I don't recall Bill ever doing any investment analysis -- it was always "belief" with him. His style is perfect for a stock mania where people who do their homework lose out to those who ride the stocks up to absurd levels based on their "belief" in the stock. His style is a disaster when people sober up and do their homework -- and insist on profits. Bill equated the new economy with stock speculation, but he called it "investing" for the long term. This was a convenient way of avoiding reality right here and right now -- and the reality was he usually had no idea of the long term-profit prospects either. That is what the issue is with Glenn, who has said all along that AMZN's long term profit picture is bleak, always was bleak, and always will be bleak. Bill just never got it -- Bill never really could analyze the company as an investment prospect.