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

To: Glenn D. Rudolph who wrote (145632)	8/16/2002 11:28:26 PM
From: Oeconomicus	Respond to of 164684

Glenn, we used to have some good FA discussions here. But that was a long time ago and I, for one, got tired of watching the stock climb in spite of the fundamentals and listening to the giddy and gloating longs tell us how stupid we were for caring about fundamentals. The real problem with FA discussions on specific stocks on individual stock threads, though, is that there's really not that much to discuss most of the time. When an earnings report hits, you can study the numbers and debate what they mean, but the conversation usually peters out in a day or two. For the conversation to stick to fundamentals, or even to the stock that's supposed to be the subject of the thread for very long, you need a steady stream of related news. This thread is a perfect example - how often do we actually discuss AMZN? FA, TA or anything else about it? Bob

To: Glenn D. Rudolph who wrote (145632)	8/17/2002 3:17:44 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>> It takes a lot of time and effort to really do a good job on fundamental analysis.<< Good post and I've got to agree with what you said. It does take a lot of time for FA or call it DD than it used to. At least in my case it does. Now imop you've to look at Debt, coverts, bonds, junk bonds and how can the companies you might be planning on buying service these debt loads. >>I cannot make the time for both. It is my opinion that SI never was a very good forum for fundamental discussion.<< I've found some are and others aren't. Since I use SI quite a bit I like to go to threads where after a while you get to know what the Investors are talking about. What I've found is the SI investors that I think have seen successful then to be what I call diversified investor types. Not all tech, not all banking, not all etc >> I believe the majority of stock thread posters are TA and momentum players.<< So far outside of short term rallies I don't think there's been that much momentum to cheer about. I'm not a TA type too, never claimed to be. Another example of too much too learn and not enough time. Re: fraud or call it naz fraud. I've said this before an Investor can be smart, do all the FA,DD and has the time. But, fraud will never be detected until after its been done I don't think the typical Investor minds admitting they made a mistake. That's investing we all about. But, when you wake up in the warning and you found the #,s you were trusting were false it leaves a terrible feeling in your tummy. On a more pleasant note. I had never heard of Jack Grubman before the WCOM fiasco broke loose. I guess that tells you I wasn't following his big picks. Btw What happened to Meeker? Your #1 Amzn cheerleader? <ggg>