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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: put2rich who wrote (11914)	7/22/1998 9:29:00 PM
From: Don Westermeyer	Read Replies (1) \| Respond to of 18691

I believe some funds are already exiting AMZN. I've seen too many articles where some analyst is concerned about valuation. Even M. Meeker isn't really hyping the stock at this price anymore - and she has one of the the highest valuation models of them all. Maybe AMZN will get into the flowers business next - I hear there are higher margins in that market. :)

To: put2rich who wrote (11914)	7/23/1998 10:51:00 AM
From: Bob Trocchi	Read Replies (1) \| Respond to of 18691

Thanh... >>I think a sell off tomorrow and later<< I know of no one who can predict with certainty (except Allan G maybe) when a sell off or a jump up in price will occur. Regarding AMZN, IMO as long as they keep "beating" earnings or loss estimates, there will be no large scale sell off. Again IMO, it is way over priced. However unless you want to play with fire or have the money and guts to look at it as a long term short, I feel this is a dangerous short. Alternately, if you watch the real time trades like a hawk and have a quick trigger finger, I believe you can make money with selective shorting. I personally do not have the guts, money or desire to stay glued to a computer monitor. Just an opinion of course. I have no position in AMZN but check it every day in AMNZment! Best of luck. Bob T.