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


To: Glenn D. Rudolph who wrote (24625)11/5/1998 7:26:00 PM
From: OtherChap  Read Replies (2) | Respond to of 164684
 
>PS Amazon.con strike again

This could be a turning point. Bezos has now effectively "won". He's made more than he ever dreamed of before this sale. He no longer has much of an incentive to play any part (if he ever did) in the ongoing Vinik fiasco.

I think Amazon's books may become much cleaner very soon, and they'll start to come forward with more information more freely. (like actually letting shareholders hear the conference call with analysts)

All of this means one thing: bad news for Amazon's sky-high valuation. Tomorrow should be a good day to load up on some more puts.

Remember, if you were Bezos would you want to risk losing a 20 million dollar fortune by even giving the SEC one iota of sleaze to bust you with? Of course not.

This should be followed quickly by Vinik realizing the same thing, and quickly leaving the sinking ship.



To: Glenn D. Rudolph who wrote (24625)11/5/1998 10:41:00 PM
From: Victor Lazlo  Read Replies (1) | Respond to of 164684
 
Glenn do you think Bezos still shows reporters his "desk" made out of an old door laid across cinder blocks? I'd love to read what his real office is like!

Victor