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


To: Mark Fowler who wrote (4495)5/19/1998 11:48:00 AM
From: Jan Crawley  Read Replies (1) | Respond to of 164687
 
Growth in Revs. from qtr. to qtr. tell me a different story.

But the top-line growth must accompanied by the Bottom line number; Or at least some reasonable expectation/promise in the near future!

To justify it's current price so people would be confident to invest new money from here for future price appreciations; Amzn absolutely needs to dominate/monopolize the on-line book selling business and faces no price competitions from others!! How can they do that?

There are so many potential sellers who are waiting in line to take their profits; the rest are pretty much short-term traders, short sell/cover; not investing here, just game playing.. for the past a couple of months.

I am genuinely waiting here to write uncovered calls to short Amzn!!
And I am not sure Amzn will go up from here at all.

Jan

p.s. May I add that Amzn is really a good trading stock(for a couple of hundred shares); but only if you are protected by puts and shorted shares. Otherwise, I will not risk to buy a single share at this price level.



To: Mark Fowler who wrote (4495)5/19/1998 12:01:00 PM
From: Candle stick  Respond to of 164687
 
Mark, I posted this before, but in case you missed it here is a link to a site called "bookwire" that has hundreds of links to all the major booksellers on the 'net.......this site was recently featured on CNBC:

bookwire.com

As you can see competition is fierce, and there are many places to buy books. Ultimately, I believe it will be only price that matters, and you will also be using a shopping 'bot' to find the lowest price. If you love AMZN, be my guest, use their services, use the search engins, read the reviews, BUT, why not go to acses.com and by it cheaper? Sometimes as much as 30% less......buy 4 or 5 books this way and the next one is free! Isn't that enough incentive to buy away from AMZN?.........;^)



To: Mark Fowler who wrote (4495)5/19/1998 1:02:00 PM
From: Glenn D. Rudolph  Read Replies (4) | Respond to of 164687
 
Growth in Revs. from qtr. to qtr. tell me a different story.

Growth in revenues with an increased in profits. Any retailer can sell a lot at a loss. Let's use common sense here.

Glenn



To: Mark Fowler who wrote (4495)5/19/1998 9:28:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 164687
 
mark, growth is relative to your starting point. i can sell one piece of bubblegum and have an infinite growth rate in bubble gum sales.

amzn is growing. so is the competition and margin crunching technology. it isn't revenues over the long term. it is deep pockets and margins, neither of which amzn has.