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

To: umbro who wrote (10133)7/12/1998 11:37:00 PM
From: John Ke  Read Replies (2) | Respond to of 164684
 
He says AMZN's real problem is valuation, and accounting methods are a distant second.

Hello all,

I've been actively following this stock for a while, and am particularly interested in the EBITDMA issue.

One thing I wanted to note is that, as far a I can tell, EBITDMA hasn't appeared as an official line item in any of the SEC filings (please correct me if I'm wrong). Until it does, I wouldn't expect the financial press to publish any criticisms. If it shows up in this quarterly's report, then they've got a story.

I'm currently debating one of the Fools over at TMF on this issue. I know some here are boycotting TMF, but I think they're bullish views can keep the average bear pretty sharp.

Good luck everyone,

John



To: umbro who wrote (10133)7/13/1998 9:51:00 PM
From: Glenn D. Rudolph  Respond to of 164684
 
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.

He is correct!

Glenn


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