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To: llamaphlegm who wrote (12963)	8/9/1998 12:35:00 AM
From: Rob S.	Respond to of 164684

An associate and I were discussing DLJ's target price of $175 for Amazongonenuts.com. He pointed out that DLJ had very high targets for most of the semi, semi equipment and some other categories of tech companies - higher than most other analysts who cover these stocks. I had warned him that even the concensus estimates were far too high and would come down as the effects of the Asian "crisis" ran through the international semi manufacturing economy. DLJ's targets on many companies bordered on laughable. I think they get a lot of their analysts fresh out of B school and saddle them up with mentors who come from the same camp of fools. They obviously have little real-world experience or ability beyond being able to plug numbers into a computer spread sheet or make a distorted copy off of real analysts reports. It is a wonder that people pay for such foolish advice. If they keep it up, they will be the laughing stock of the investment community. I hope others in the industry are keeping notes on their stupidity.

To: llamaphlegm who wrote (12963)	8/9/1998 6:29:00 PM
From: Mark Fowler	Read Replies (2) \| Respond to of 164684

Meanwhile, Mr. Bezos dismissed Junglee's best-known service, saying that "Junglee has nothing to do with comparison shopping -- [that] is not the primary driver of Junglee's service." Instead, he said, it will be used in part to make it "much easier for people to find and discover things they can buy on-line." << Shopping Bots: Leveraging Intended Purchases to Drive Volume Comparison shoppers making intended purchases represent the sweet spot in the online market and will continue to do so for the next two to four years. Shopping bots will be an effective tool to acquire these potentially valuable customers; merchants that block them do so at their own peril. "... nothing to do with comparison shopping..." Ya Jeff, I'd say Jeff is dump like a fox.