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

To: Glenn D. Rudolph who wrote (4136)	5/10/1998 10:15:00 AM
From: Mark Myword	Read Replies (1) \| Respond to of 164684

Glenn - Excellent post - you've got the idea. This is basically a company that must buy time and find enough suckers to absorb the equity , before the whole thing collapses. So far they are really lucky to have the lemmings lining up for shares at the current incredible prices. The fire is being fed by the "analysts" and shills on Wall St. that tout the growth story and never ask the tough questions. They are probably all getting something from somewhere under the table , and as a previous poster observed , none of these no-name hypesters have any reputation to protect (good reputation , that is - you know , honesty , accuracy , integrity , and all that old paradigm stuff). I will be short right along with you as this thing finds its true value , which we hope will be fairly soon. Again , well stated.

To: Glenn D. Rudolph who wrote (4136)	5/10/1998 12:10:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Glen, . No, quite the opposite. I'm impressed. I agree that when Wall Street finally catches on to this marketing model, it will self-correct. The timing of when this happens, is a much different topic. Wall Streets love affair with the likes of Aol, Yhoo,Xcite will probably have to cool off first. Amzn's split will probably help hold it up for some time, as a lot of fund managers like to buy into pre-split stocks. There is a chance that WS will bid Amzn up even further,as they have with Aol (I became a bear when Aol got to $100ps pre-split, and now its @ $180, if you include the split). So, like all risk takers the question is market timing. If anyone has any idea's, lets put them out, right here on SI.

To: Glenn D. Rudolph who wrote (4136)	5/10/1998 3:14:00 PM
From: Paddler	Read Replies (2) \| Respond to of 164684

Glenn good post but I've got to take issue with #3 3. There is no loyalty from the retail customer. Price and service will win every time time hands down and both are easy with which to compete. Brand is everything and without it your nothing. AMZN knows that and that's why I feel they have a very sound plan for the "long term". Look how successful McDonalds (sell junk food, fair service and price the same as the competition) and Coca Cola (just sugar water) are. From a marketing perspective, they're right on target. Is it really AMZN's fault they do such a good job at marketing that it's driven the stock way higher than it's worth. Just my opinion and FWIW, I'm short on the stock and hope it goes down to 30 where I'll shift to long and in 2-3 years hope it's price comes back to where it is now (and be worth that much too!) -Rob