Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Rob S. who wrote (13245)	8/11/1998 3:57:00 PM
From: JimNewby	Read Replies (2) \| Respond to of 164687

LCOS -4 AMZN +4 That explains all the TA/FA????? <ggg> ;-) Jim

To: Rob S. who wrote (13245)	8/11/1998 4:02:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164687

If you do a simple 'cost-per-user calculation' the relative cost of these acquisitions works out to: Lycos: $130MM/10MM users = $13 per customer. Amazon: $280MM/1.6MM = $175 per customer. To me that looks like a very high price to pay for the Amazon acquisitions. Either Amazon.con expects to sell an awful lot of products, some other miracle is expected to happen, or the company values the stock much lower than current speculation. Rob, I gave up on fundamentals for AMZN weeks ago. It is my opinion they have no idea what they are doing and anything that makes news will make their stock go up. It matters not how much they pay for any company since it makes news. I doubt they even negotiate now. Simply, how much would you like? Glenn