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To: craig crawford who wrote (11057)6/11/1998 11:39:00 AM
From: paul aswad  Respond to of 27307
 
Craig, What are your thoughts on other catalog type companies prospects of increased sales by virtue of the internet and web based sales. For instance, GEER has a profitable catalog wine sales business. Is it safe to assume that it may be enhanced profit wise by adding a web site. I think so and see AMZN as over hyped and over bought as you do but not totally out of the realm of profitable operation down the road.

Paul



To: craig crawford who wrote (11057)6/11/1998 11:41:00 AM
From: Oeconomicus  Respond to of 27307
 
Craig, I guess I should have seen it coming when the "Vinik is buying" leak came out a couple weeks ago. Talk about learning something from Jesse Livermore. Oh, was that a different thread?

Anyway, RK's May numbers are out (posted on AMZN thread). Yahoo's numbers dropped. ".com" was down 5.2% and the "properties" were down 4.6%.

Regards,
Bob



To: craig crawford who wrote (11057)6/11/1998 11:45:00 AM
From: Bill Harmond  Read Replies (2) | Respond to of 27307
 
>>I wish I could get my hands on some shares to short.

What does that tell you?