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

To: Bill Harmond who wrote (17911)	9/22/1998 10:05:00 PM
From: llamaphlegm	Read Replies (2) \| Respond to of 164684

Thanks. Wow, McClellan Oscillators and stuff. I had no idea you were such a TA kind of guy. Like Glenn, I find that TA is not my cup of tea. Good luck -- LP

To: Bill Harmond who wrote (17911)	9/22/1998 11:36:00 PM
From: Jan Crawley	Read Replies (2) \| Respond to of 164684

I think Yahoo is a special case. They blew the community away last week. I think Amazon needs to reveal more planning before it gets another leg-up, but I don't think there are enough shares outside institutional hands for the shorts to cover, so any kind of fireworks are possible. I have less of a feel for AOL. Bill, I respect very much the above analysis!! Amzn's price movements are controlled by "trading elements/variables" only, has little to do with e-commerce or fundamentals or future expectations... But, I think that the institutions have started to sell into the rallies lately, and will continue to do so....and insiders are selling too therefore, the fireworks will be far less spectacular.. Agree?

To: Bill Harmond who wrote (17911)	9/23/1998 7:04:00 AM
From: e. boolean	Read Replies (2) \| Respond to of 164684

>>I think Yahoo is a special case. They blew the community away last week. William - Could you explain two things I don't understand about enthusiasm for YHOO's prospects 1) where MSFT fits into the picture, and 2) why it's assumed they don't have an Asian exposure. Did you notice the $60 million MSFT/search engines deal 2 days ago - with XCIT, SEEK, LYCOS, Altavista, and others, with one conspicuous by its absence. MSFT owns a tremendous amount of services and content, where YHOO must lease them. I can see that YHOO will continue to look good during this honeymoon period -- and maybe that's all that counts to todays analysts -- but IMO MSFT is the next MSFT of the internet world. It may take MSFT a few tries to dominate any sector they set their sights on, but if they are determined, they will, and here they are determined. Who would want to bet on the latest clever upstart to go against them, especially when there are no defensible barriers to entry anywhere YHOO tries to excel? How much marketshare is YHOO conceding to MSFT next year and 10 years from now in their stellar projections? The market is so resolutely ignoring competition from MSFT in this sector that one might think that YHOO is a front company set up by MSFT to show the DOJ how meek and defenseless MSFT really is. Also, weren't YHOO's foreign subsidiaries - YHOO Japan, etc., announced to tremendous fanfare and stock price appreciation a few months ago? Thanks, e.b.