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

To: Glenn D. Rudolph who wrote (121850)	3/27/2001 2:17:47 AM
From: GST	Read Replies (1) \| Respond to of 164684

"YHOO is not a low risk value play by any means. We both agree on that. YHOO will need to change their model some particularly in focusing on marketing their products for a fee. The advertising based model will strengthen a little again but it is not enough to carry the current valuation." I agree -- now consider how a stock like that is valued in a "rational" world -- it sells at a discount to the market. We went through a really weird period where risky stocks were given a big premium to the market BECAUSE they are risky -- this is absurd and real bubble stuff. Until Yahoo can re-establish itself as a grower (assuming they can), it should sell at a discount to the market -- a forward multiple of 10 to 15 would be in the ballpark -- care to think what that would do to their stock price? $5 if they are lucky?