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

To: Mark Fowler who wrote (5110)	6/7/1998 12:16:00 PM
From: Mark Myword	Read Replies (2) \| Respond to of 164684

>>> the most i see on the down side would be at 35 or so. <<< Mark - is that dollars , or cents ?<g>

To: Mark Fowler who wrote (5110)	6/7/1998 12:22:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

Fair enough, we could see 30, strong support was established there. However, judging by the way this stock trades and studying the chart, in here short-term, the most i see on the down side would be at 35 or so. Mark, I really enjoy our "debate." I was studying the RS slides which actually gives estimates of revenue for Amazon to some degree. They give profit estimates too along with margin estimates and the cost of marketing. I do not agree with their projections but that is not the point. It is comforting to see that someone is at lease using numbers to support their position. I could not find that at DLJ. I am not sure I have been clear. I feel strongly there is a huge market potential of etailing. The growth will be tremendous. I also believe strongly that the best capitalized with the best management will dominate each area. I do not feel management at Amazon s good as everyone says. Too much in debt already causing undercapitilization. I also am not a believer in brand recognition without continued heavy advertising. It is Amazon that will fail not etailing. I suspect in the book, audio and video arena the largest share will go to Barnes and Noble with the second largest to Borders. I also suspect Amazon will eventually have to file for bankruptcy due to the debt load. I also feel the analysts covering Amazon are biased because their firms have more stake in Amazon than BKS or BGP. I believe the analysts know better but are sticking to their projection of Amazon being a winner. Finally, I believe Amazon is hiding a lot of information from investors both long and short. The recent hiding is the aquisitions. We do now know the cost of each aqusitions, their prior revenues or profits/losses. Why is this a secret? Publically traded companies present that information almost every time there is an aquisition so the shareholders know what they are getting for their share dilution. My question is; what is Amazon hiding and why? Glenn