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

To: Bill Harmond who wrote (24580)	11/5/1998 1:04:00 PM
From: Jan Crawley	Read Replies (1) \| Respond to of 164684

AOL is not going to buy Amazon. Aol will buy Amzn if Amzn is $20 or $30. However, Glenn's point on the $550 million junk bond can be an issue here.

To: Bill Harmond who wrote (24580)	11/5/1998 2:51:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

*OT** William, You are about as bullish on the internet stocks as anyone I know. That was not an insult since I believe the internet future is great. It simply was a leadin to what your present thoughts are on the valuation of YHOO. YHOO is one of my favorite internet companys along with AOL. However, am I missing something in your opinion regarding valuation here? I occasionally have shorted YHOO for just a day or so. I never planned on taking a large short position. I also never thought YHOO would get this high so quickly so am thinking about a shorting opportunity based soley on valuation. Any opinion? Glenn PS, Let's stop debating AMZN. You and I will not agree ever on it. We need to wait until 2002. If I am wrong, I will readily admit. I believe I understand AMZN better than I do YHOO.

To: Bill Harmond who wrote (24580)	11/5/1998 5:51:00 PM
From: fedhead	Read Replies (1) \| Respond to of 164684

Isn't YHOO's business model going to be similar to AOL i.e they also will be an online mall collecting commerce fees right ? Is there any data on what fraction of the ecommerce revenues from their online stores YHOO and AOL get to keep. I am also wondering why YHOO has outperformed AOL in this cycle by such a great margin. Is it because YHOO is catching up with AOL in valuation which doesn't make sense as they are so far apart in revenues. On a separate note, any idea what is causing Rambus's weakness of late. Its definitely showing divergent action from the rest of the semis/PC stocks. The next bull market has definitely begun as even the laggards like disk drives etc are [picking up. Thanks Anindo