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

To: Olu Emuleomo who wrote (151951)	1/24/2003 12:10:28 PM
From: Lizzie Tudor	Respond to of 164684

I think they are benefitting from this combination of shift to retail portal strategy (more profitable) and getting the house in order wrt all these leases and other overcapacity, plus the consolidation in the industry overall. Amzns bubble high was 100$, I think they will make it there again one day. But for me I'm buying capex stocks now though. More risk/reward. Software had really good numbers, outstanding even. Gotta get this war behind us though.

To: Olu Emuleomo who wrote (151951)	1/24/2003 1:27:52 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

Since I'm gonna lose my bet so miserably to retired, it'd be nice for our jeweler friend to show up here and admit he lost our bet about Amazon.

To: Olu Emuleomo who wrote (151951)	1/24/2003 8:43:37 PM
From: Alomex	Read Replies (1) \| Respond to of 164684

Jeff B has certainly run circles around his detractors... Don't count your chickens before they hatch, Olu. I always claimed that Amazon would be a low margin retailer with a multiple comparable to LL Bean and Land's End (that is P/S below 1). Only when Amazon posts, if ever, GAAP earnings substantially above LL Bean, would then have Bezos finally silenced his critics. Until then all he has shown is that he can keep spinning the dream and wooly eyed followers keep buying into it. Just a few weeks back Lizzie was harping here about how incredibly good the margins were going to be with the new portal business... It didn't happen. And by the way, the option expense was minimal, as most of the options are underwater.