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

To: Gary Korn who wrote (3629)	4/29/1998 7:45:00 AM
From: Glenn D. Rudolph	Respond to of 164684

AMZN is now one of the top-dog, bellweather internet stocks. A proven revenue machine. (Once again, the accrued debt can be offset later by a little dilution, and those deferred charges -- like the new $55M charge -- will be a nice offset to earnings when the taxman cometh.) In any event, AMZN's revenue at all cost model is what the Street seems to want at this stage of the internet growth game. Why fight that view? (Remember when we fought the anti-ASND analysts?) Gary, I am again not in a position in which I can type well. I will give my argument at a later time. Glenn

To: Gary Korn who wrote (3629)	4/29/1998 10:21:00 AM
From: Tom D	Read Replies (2) \| Respond to of 164684

Gary, thanks for the thoughtful post. I think it is a good idea for everybody on this thread to mentally construct the case which is contrary to their investment position. It would make for some fascinating reading on the thread. AMZN continues to execute its business plan flawlessly. As a bull, the biggest weakness I see in this stock is competition: Bertlesmann's deep pockets, and also I am not sure if BKS is a threat or not. I wish I could find out more about how Bertlesmann is coming along with their online selling. Best Regards, Tom D