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

To: H James Morris who wrote (136345)	1/1/2002 10:03:24 PM
From: GST	Read Replies (1) \| Respond to of 164685

It is possible that Vivendi could make a play for Yahoo -- but what is their hurry? Yahoo could move up right now because their is no basis for valuation -- this opens the door for over-valuation and it could take Yahoo up to $30 for a little while. But I don't think a company like Vivendi will look at it that way. I think Vivendi will look at Yahoo as a wounded duck, not a crown jewel. I don't know why they would pay a premium now -- it would make more sense to watch Yahoo flounder and buy it after the market discounts its true prospects rather than the "pie in the sky" smoke up the skirt claims of "big things" just ahead for Yahoo. If AMZN flounders as Glenn has repeatedly predicted, it will hit Yahoo's valuation and could take it well below $10 -- not because there is a direct link between the two companies, but because these companies trade purely on their mythological appeal rather than their true business prospects.