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

To: Bill Harmond who wrote (135154)	11/27/2001 4:15:24 PM
From: GST	Read Replies (1) \| Respond to of 164684

Bill -- share your analysis and we can have an actual discussion.

To: Bill Harmond who wrote (135154)	11/27/2001 4:42:26 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 164684

Great. Then you and GST let us know when they're priced right! :) OK, AMZN will be "priced right" when it reaches zero. No price is too low for a failed business model that's run up too much debt to provide value to equity holders even if the model can be fixed. JMO, of course. The next question is what price is right for its debt, which depends on whether the model can and will ever work or whether there is any significant salvage value in the assets. Glenn?

To: Bill Harmond who wrote (135154)	11/27/2001 4:57:39 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

Bill, It appears it is debate or pick on Bill time lately:-) I was wondering though why you did not respond to my question about Amazon's cash requirements to get rhough Q1 2002. I do not reall my exact wording but here is my question. Do you believe Amazon will not need cash from the equity markets or let's say AOL in Q1 2002 or do you believe they will need some and will be able to raise it? It is already clear you do not believe they would need it and not be able to raise it. I would appreciate knowing what you think.