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

To: JF2155 who wrote (9779)	7/9/1998 8:53:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

I would be nervous shorting AMZN knowing how many hits Yahoo did this last Qtr ---lots of Amazon hits my guess. JF, I cannot argue with the hits. However, as of this January, Barnes and Noble became the exclusive bookseller on the AOL content. I do not know which gets more traffic. AOL itself or Yahoo. Finally, I am not sure how much this translates into sales. Time will tell. Glenn

To: JF2155 who wrote (9779)	7/9/1998 11:41:00 PM
From: Mike M	Read Replies (1) \| Respond to of 164684

<< I would be nervous shorting AMZN knowing how many hits Yahoo did this last Qtr ---lots of Amazon hits my guess. >> I am guessing that all of those hits justify a price of 15-20....this balloon is leaking helium and won't stay up in the air much longer.... Goodbye momo's....goodbye day traders....the chart is turning bearish quickly....hello available stock to short.... The YHOO! response to all that great news was pretty conclusive...I think it is look out below time (for both, probably, but AMZN for sure) .....I don't give 102 much chance to hold tomorrow.... Just a guess..... Mike

To: JF2155 who wrote (9779)	7/10/1998 11:47:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 164684

Then why is Amazon down after Yahoo! reported higher earnings (shielded by the right-off)? Its because the prices are obviously too high and because the growth momentum is losing steam. The ONLY WAY you could possibly justify Amazon's and Yahoo!'s high prices is by supposing extremely high rates of growth. While Yahoo! grew at a rate of 252% last year, the growth has slowed to only 195%. They need to accelerate growth to >300% to make the ~200 price at all justified. Ditto Amazon.com. More competition, greater ease of searching for lower price and no distinct market advantage = lower stock prices. Please give me some solid reasons for thinking the laws of physics and business sense don't apply to Amazon.com and Yahoo! (of the two I like Yahoo!'s business model and execution much, much better).