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


To: H James Morris who wrote (127354)6/28/2001 11:22:51 AM
From: Alomex  Read Replies (1) | Respond to of 164684
 
I think Amzn is might be fairly valued...between $8 or $20 per share.

This is the part I can't figure out. Even if we assume management rossy scenarios of pro-fudge profitability for 2002, and real profitability in 2003, margins are slim and they will stay that way as this is retail. Trending all the best numbers from management the highest share price I can come up with is about $8 (assuming a p/e of 30).

On the other hand the street ran up this puppy from $8 back up to $14. Do they know something that we don't? So far Glenn seems to have been ahead of them.



To: H James Morris who wrote (127354)6/28/2001 2:54:26 PM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 164684
 
Please don't get upset with me. I think Amzn is might be fairly valued...between $8 or $20 per share.


I am not upset with you. I just see a financial failure before you do;-)