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

To: cellhigh who wrote (4253)	5/12/1998 7:59:00 PM
From: Glenn D. Rudolph	Respond to of 164684

i must admit my amzn profits have gone to heck in a handbasket in tdfx...dont know which is better a company actually making doe hand over fist or a debt-ridden internet hope with the streets apparent blessing... Ronald, You are trying to use logic in a market that lately defies the concept. The market should come to its senses at some point. Glenn

To: cellhigh who wrote (4253)	5/12/1998 8:13:00 PM
From: Jan Crawley	Read Replies (2) \| Respond to of 164684

Tdfx sounded familiar. Are you all investing in Tdfx?

To: cellhigh who wrote (4253)	5/12/1998 11:29:00 PM
From: Gary Korn	Respond to of 164684

I must admit my amzn profits have gone to heck in a handbasket in tdfx Ron, Somthing tells me you have a heck of a lot more AMZN profits than you've temporarily given back in TDFX. <G> As you know, I'm in the latter too and though I'm not pleased with the action today, the company's market and financial position looks very strong (I particularly like the Diamond Multimedia connection). Then again, perhaps the only way to really make money in this market is to limit your investments to companies with debt in excess of $1/2Billion and with losses in excess of $1/share. Gary Korn

To: cellhigh who wrote (4253)	5/13/1998 12:06:00 AM
From: William T. Katz	Read Replies (1) \| Respond to of 164684

TDFX vs AMZN: It's funny that ronald brings up TDFX because it's a case of two extremes with some commonalities. 3dfx and Amazon.com are two young upstart companies that have blazed forth and captured marketshare in young burgeoning fields, namely high-quality 3D graphics and book selling on the internet. 3dfx has lots of competition coming their way including the small fry nVidia, Rendition, NEC, 3D Labs and the big bad boy Intel. Amazon.com has lots of compeition coming their way including several smaller online bookstores/search engines and the big bad boys Barnes & Noble, Borders, and Bertlesmann. Both have executed extremely well. And there the comparisons stop. 3dfx made fantastic earnings last quarter and will probably do so again next quarter ($.50 eps for the quarter alone) based on their new Voodoo2 chip. Amazon.com loses money and plans on losing more for the forseeable future. 3dfx stock has fallen dramatically based on fears of their competition. Reviews are showing that future chips are worthy adversaries of Voodoo2, a chip which ships right now. Amazon.com has risen in the face of great competition like barnesandnoble.com and borders.com, both of which look like great sites. Investors also couldn't care less about the future entry of the 800 lb. beast Bertlesmann that owns a number of publishing houses and book clubs. 3dfx stock has fallen right after lock-up expirations while Amazon.com seems to have more tightly controlled supply. Who knows where the story will wind up?