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

To: Glenn D. Rudolph who wrote (23596)	10/28/1998 11:57:00 PM
From: Rob S.	Read Replies (2) \| Respond to of 164684

We've had this type of discussion on the thread so many times that it would be hard to count them. Fundamentals isn't what is driving the Internets and particularly Amazon as long as the focus remains on the "story" that the company can continue to grow sales at a rapid pace and somehow (all logic and Internet market studies to the contrary aside) pull out margins that most retailers would kill their next of kin for. It's easy to say it doesn't make sense and the odds are strongly against everything going perfectly to create a new economic reality, but people aren't buying reality, they are buying into a dream. the only reality we have now is that immediate earnings (or losses) doesn't matter much and sales growth looks strong for now - even if it's partly bogus. Maybe I'm wrong about it moving up and expectations have been built high enough that AMZN will drop like a rock now that the news for the quarter is out. I'll be watching for signs of what to do next.

To: Glenn D. Rudolph who wrote (23596)	10/29/1998 1:55:00 AM
From: Tie Zeng	Read Replies (2) \| Respond to of 164684

>Let's say that 5 years from now AMZN has 3 times the revenue that it has today. I may miss something here. By the current growth rate, next year they will already have 4 times the revenue it has today. Why it needs 5 years ? Glenn, I remember you calculated how much debts AMZN would accumulate a couple of months ago. The next day AOL showed you how those debts could be wiped out overnight. As long as AMZN maintains the momentum, the stock will keep strong and those debts are no big deal. Tie