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

To: ChrisJP who wrote (119383)	3/5/2001 5:40:14 PM
From: Alomex	Read Replies (1) \| Respond to of 164684

My unsubstantiated pet theory -- the story is true and was leaked. Was it leaked to stop the decline of the stock price or was it leaked to stimulate buying so the big boys could sell -- I don't know. If the deal is a sure thing why wouldn't it be announced until four weeks from now? The only reason I could think of is quiet period before the end of the quarter, but I really don't see why this announcement would be delayed by the quiet period. My pet theory is that if the rumor has any truth to it, it is not a sure thing and it was leaked by one of the parties to put pressure on the other. Alternatively it might have been leaked accidentally by an overly optimistic executive who called it a done deal when in reality it still needs four more weeks of DD and possibly approval from the board (both Walmart's and Amazon's).

To: ChrisJP who wrote (119383)	3/5/2001 5:43:38 PM
From: Glenn D. Rudolph	Read Replies (3) \| Respond to of 164684

Hi Glenn, I simply meant to say that I got stopped out and AMZN started rising again. Kind of a "just my luck" post. Chris, I just am always cocnerned I may make a post that might change ones position and my beliefs are incorrect. Particularly, with Amazon where I can't say I am not emotional about the stock. That is one reason I will never take position in Amazon again. I can't be detached and there are plenty of others stocks from which to choose. My unsubstantiated pet theory -- the story is true and was leaked. Was it leaked to stop the decline of the stock price or was it leaked to stimulate buying so the big boys could sell -- I don't know. I've gotta admit, I wasn't very impressed by the rebound. Not much enthusiasm. I admit I was very impressed by your dicipline. That is something I cannot seem to master well. I learned a lot when I was short and let my losses run high but I am still not well diciplined at admitting I am wrong bleeding to too large. I do believe my fundamental analysis of firms in businesses I understand is quite good. I am not too good when it comes to short or even medium term stock price movements. I have trades to prove that:-( The market does eventually reflect fundamentals but it can take a long time. Case in point is Amazon's stock price now versus a year or two ago. I know it is the market too with lquidity. However, a big winner for me in tech is SBL which I bought 14 months ago now give or take. SBL fell to 30 when Amazon was cloes to its high. Tonight would be a good time for me to study Texaax Instruments more thouroughly.