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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Roger A. Babb who wrote (7589)11/28/1997 10:29:00 AM
From: doug doan  Read Replies (1) | Respond to of 9285
 
What are your views on Amzn?

I was a little surprised this one did not make your cut. Looks tome like a natural, valuation of over $1 billion, never has turned a profit (and unlikely to do so soon), still under the momentum players influence, stiff competitors coming out everyday, and perhaps more importantly there seems to be a cult following ala Zitl that believes this stock can only go up. Am I missing something?



To: Roger A. Babb who wrote (7589)11/28/1997 1:46:00 PM
From: Jeff Bond  Respond to of 9285
 
Roger,

The model you describe is the most efficient, fast, secure, and manpower saving means of distributing enterprise-wide data. I agree this is how information will be moved in the future, for the reasons you mentioned. The server is complex, but the tradeoff is avoiding a mixed bag of confusion in multiple client configurations.

It really sounds a lot like big iron all over again, just based on microprocessor CPU's instead. I'll be joining you in this one, I just need to look at the timing of events. Thank you!

Regards, JB