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


To: Gary Korn who wrote (8412)7/1/1998 10:23:00 PM
From: Mark Fowler  Read Replies (3) | Respond to of 164684
 
If this were true, then internet infrastructure companies like ASND, CSCO,
WCOM, CIEN/TLAB and LU -- companies that make considerable profits in
their own right -- would themselves be doubling and tripling in price in 8
weeks time. Even AOL seems undervalued in comparison to YHOO and
AMZN. (How often does AOL, the portal of choice for the masses, get a
10% up day followed by another and another and another and another?)<<

Gary, those stocks you mentioned have gone through their hyper growth stage. As the base of a company expands, so growth slows.



To: Gary Korn who wrote (8412)7/1/1998 10:55:00 PM
From: NCC-1911 D  Read Replies (1) | Respond to of 164684
 
I predict AMZN is headed much higher because of a very high growth rate and a squeeze on the shorts. In addition to AMZN, I also like AUTO GRAPHICS (AUGR), with only about 1 million shares outstanding. The AUGR technology will permit VIRTUAL LIBRARIES to be extended to Virtual networks.



To: Gary Korn who wrote (8412)7/1/1998 11:32:00 PM
From: IceShark  Read Replies (2) | Respond to of 164684
 
Gary, IOM (or more specifically IOMG) was in the under a buck range in mid '94, before it ran to $66, pre split. I get reminded of this occasionally, since I apparently "told" a girlfriend to sell it when the dog rose to her original acquisition cost. A year and a half later she would have been a millionaire. I guess I should be thankful I don't get beat over the head more often on this issue. -g-

Regards, DWW



To: Gary Korn who wrote (8412)7/2/1998 5:06:00 AM
From: Arik T.G.  Respond to of 164684
 
Gary,

>Does anyone know if there is a natural "limit" for these balloons?

Yes, there is. A manic hyped stock, with overwhelming public participation can be traded for up to 1/3 of the market cap of the smallest of the "Nifty Fifty". I'd say about $25 B market cap is the natural limit. However, this limit is only reached by one stock of the hyped overblown sector (internet, this time around) and the rest have to settle for much lower market caps, not more then half the leader's.
Since AMZN is not my prime candidate as leader of the group (AOL has market cap of almost $25B) it is my opinion that $10 B market cap will become an unsurpassable hurdle for AMZN, no matter what.

JMO

ATG