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


To: Glenn D. Rudolph who wrote (10108)7/12/1998 8:11:00 PM
From: umbro  Read Replies (2) | Respond to of 164684
 
Glenn,

I asked a hedge fund manager what he thought about how AMZN should
report that 500M loan.
He says the main problem with AMZN as a short, it will be difficult
to time, because there isn't yet a stock-specific event that
will drive it down. He says AMZN's real problem is valuation,
and accounting methods are a distant second.