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


To: Bill Harmond who wrote (15918)9/3/1998 9:07:00 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
I think you and I have different definitions for "fundamentals". Your is based on current
financial performance, mine is based on execution.


William,

We must also agree on execution. I do not perceive Amazon to execute well.

I maintain that that Amazon's
financial performance curve (while not acceptable by your current standard) will grow
much more steeply than you imagine, because they are carefully carving a defensible
piece what will be a very large pie. That may sound like smoke and mirrors, but to each
his own.


I understand your opinion and respect it. We cleraly do not agree is all.In either case, I just need to make money on trading this puppy. I could care less in which direction I make it.

Glenn