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

To: zebraspot who wrote (3832)5/3/1998 12:50:00 AM
From: William T. Katz  Respond to of 164684
 
Sorry, you are right. Should have used per share amounts but was rushed. CDNW has about 15.4 million shares while AMZN has over 23 million. Market cap of CDNW is 450+ million compared to AMZN at around $2.2 billion. So AMZN is roughly 5 times CDNW's value but it made 8+ times the revenue last quarter. So you are paying more on a P/S basis for CDNW than AMZN despite it having less name recognition and more restricted to music sales.

I feel both AMZN and CDNW are overvalued since both are trading at huge multiples of revenue. Incredible revenue growth expectations are built into the stock prices at this point.



To: zebraspot who wrote (3832)5/3/1998 11:02:00 AM
From: Glenn D. Rudolph  Respond to of 164684
 
Also, don't you (fellow) bears feel much more comfortable in puts, rather than actual
shorting?
That's what makes AMZN more interesting to me.

Yes and no. I am short shares only. The puts are too rich and limits ones profits. They would also limit ones loses.I do a lot of options almost always write them. The premium works in my favor rather than against me but of course, risk is high. I do have reasonably high risk tolerance.

Glenn


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