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


To: Mike M who wrote (7898)6/28/1998 3:46:00 PM
From: Glenn D. Rudolph  Respond to of 164687
 
Could be...I am willing to leave that issue up to Bezos and his gang.... I cannot see thru
that haze....I will say this, he has little time to do all the right things...


Mike,

The haze is an excellent word here. They do not want you to see which is why the recent acquisitions were not broken down and their revenues were never released. The only information released from Amazon.con is that which is absolutely required by the SEC.

I think they need to make hay while the sun shines! If they hesitate to take advantage of
their huge market cap the best source of capital they will ever have will melt
away.....That said, it is a difficult decision because inherent in that decision is the seed of
disaffection with the stock and the resulting defection of the shortsighted bulls...(which,
contrary to the resolve often expressed, I think they will desert the ship like so many rats
as the stock plunges).....Even Tom has indicated that, at 52, he is gone....Seems a shame
for him to give that much back...


Time is against them now. The closck is ticking and the cash is burning. Tom may change his mind. He is a bright man. Very considerate too.

Glenn