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


To: Rob S. who wrote (14104)8/19/1998 6:38:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
All I can say is "Buy LCOS dump AMZN".

Being short AMZN will work and being long LCOS should work too<G>

Glenn



To: Rob S. who wrote (14104)8/20/1998 11:00:00 AM
From: Rob S.  Read Replies (1) | Respond to of 164684
 
*******OT*********

Lycos received a couple of analysts upgrades this morning. I expect a couple more in the next few days. The sector continues to look pretty weak and Lycos has probably seen most of the potential run-up. I don't think that the downside for Lycos is nearly as great as for Amazon.com - a good hedge for shorting AMZN is to be long in LCOS. However, the fact that Amazon remains a darling of analysts and small speculators and is spending tens of millions on promotion and advertising will keep the hype factor at a higher pace than Lycos. That should help to prop up the stock from collapsing dramatically for up to several months.