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


To: Bill Harmond who wrote (134724)11/13/2001 11:32:29 PM
From: Glenn D. Rudolph  Respond to of 164684
 
"To:Glenn D. Rudolph who wrote (17023)
From: William Harmond Saturday, Sep 12, 1998 6:39 PM
View Replies (4) | Respond to of 134731

>>Let's get an unbiased source.
I'm tired of this. You shorts are acting like idiots, accusing me of acting on whim and dismissing some of the soundest Wall Street reasearch as paid propaganda.

This thread is all yours going forward; you deserve each other. "

"To:llamaphlegm who wrote (17034)
From: William Harmond Sunday, Sep 13, 1998 2:46 AM
View Replies (5) | Respond to of 134731

I've gotten a few private messages tonight about my post, so I think I'll post my responses for you, too.
This thread should be renamed "Popular Misconceptions and the Delusions of Shorts". Anything pro-Amazon is taken as a lie, a conspiracy or a misconception. While no one can put a hard number to an appropriate hard valuation for Amazon, the collective "you" have taken your anti-Amazon bias to hysterical extremes. It's a frenzy.

I got fed up with the agenda here. There is no discussion here, just piling-on. It's boring. When Glenn (who has no experience with the principals) came back with that "Let's get an unbiased source," my first impulse was to tell him to f*ck off. It's a waste for me to spend any time here. The collective "you" have no respect for any opposing voice or research, no matter how qualified, but at the same time it's no problem for you to practice fabrication and theory, which is impossible to deal with here. Anyone playing a dangerous stock like this should be open-minded and flexible. "You" have your chips spread all over the table but your opinions are inbred.

Like I said...you deserve one another. Feed your opinions from Amazon's critics, each other, and from the press. It's all you can tolerate, but you should be practicing more care. It's real money for me."

"To:Glenn D. Rudolph who wrote (23445)
From: William Harmond Wednesday, Oct 28, 1998 7:51 PM
View Replies (4) | Respond to of 134731

>>AMZN has no tangible assets. There is no book value without goodwill. In fact, without goodwill, bookvalue is about -$33 million.
It's scientifically impossible for bees to fly. Tell the bees that. "

"To:LWolf who wrote (23517)
From: William Harmond Wednesday, Oct 28, 1998 10:51 PM
View Replies (2) | Respond to of 134731

Tom Gardner gets it."

"To:Glenn D. Rudolph who wrote (23576)
From: William Harmond Wednesday, Oct 28, 1998 11:18 PM
View Replies (1) | Respond to of 134731

>>Neither of you gets it.
Well, our bet is looking good for me. :)"

"



To: Bill Harmond who wrote (134724)11/14/2001 1:27:09 AM
From: Glenn D. Rudolph  Respond to of 164684
 
To:Glenn D. Rudolph who wrote (24522)
From: William Harmond Thursday, Nov 5, 1998 10:46 AM
View Replies (1) | Respond to of 134743

You are implying your posts are not nonsense?
No. I'm saying that OtherChap should change his handle to FurtherCrap!

>>retailing has changed forever

You're starting to get it.

>>Accounting has changed forever.

There's no basic change in accounting. There's a change in venture capitalism. Because of the necessity to have publicly-priced stock as trading capital for acquisition, some great companies come public earlier than they used to.

>>Retailing is the same today as it was 3000 years ago.

You're a retailer? Tell that to Wal-Mart, or Dell, or Coldwater Creek, or Amazon.com.



To: Bill Harmond who wrote (134724)11/14/2001 1:36:46 AM
From: Glenn D. Rudolph  Respond to of 164684
 
To:Glenn D. Rudolph who wrote (24599)
From: William Harmond Thursday, Nov 5, 1998 5:19 PM
View Replies (2) | Respond to of 134748

Yahoo is my favorite stock. I own nearly as much Yahoo as everything else combined, in deliberate violation of my 30% rule. Yahoo has simply grown into this weighting.
In this monetary environment I don't have any concern about Yahoo's valuation. Yahoo is AOL without the ISP baggage, and Yahoo has a much larger global footprint. Yahoo is growing both top-line and bottom-line faster and has higher margins than AOL.

AOL is a more stable situation because of the ISP business, hence my calling it the Mother of Core Holdings. However, I would personally choose Yahoo over AOL if I were forced to make a choice.

P.S. You don't understand Amazon at all! :)