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

To: Techie who wrote (24902)	11/7/1998 12:17:00 PM
From: OtherChap	Read Replies (2) \| Respond to of 164684

Fact #1: Amazon cannot argue that they are "smaller" than barnes and noble any longer. They tried, and Barnes and Noble correctly pointed out that Amazon has a market cap larger than B&N, borders, and every independent bookseller in america combined. So there goes that myth. Fact #2: In order to be taken seriously by feds, Amazon has to do something about that pesky stock price so they can claim to be the underdog without getting laughed out of court. Fact #3: Amazon and their manipulating scam artist brokerage buddies will "allow" the stock to drift down, and quickly. There simply is no way to play the underdog when your company is "worth" more than every bookstore in the united states combined. Fact #4: Go short, be happy. Fact #5: Amazon wanted to buy Ingram, and I'm sure in about 2 or 3 days B&N will produce memos of meetings where bezos tried to buy ingram himself, and Ingram being privately held by a family that understands the value of stock and CASH, well they just laughed at his stock price and told him to get lost. Amazon is pathetically undercapitalized- they have no cash to spend, all they can offer is stock, stock, and more stock. Works great as long as it keeps going up 10 points every day.. But try it when you're trading like Netscape around 20 bucks.

To: Techie who wrote (24902)	11/7/1998 12:36:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 164684

I don't know about you, but I'm not married to the Yahoo name, if I see that Quicken has a better finance site, I will drop Yahoo like a hot potato and not think twice. AOL is a totally different story. They have a captive audience. I think their model is the one more difficult to beat. Techie- Watch Yahoo beat AOL's model (or at least put dents in it). As for the ability and willingness to jump from Yahoo to Quicken, I think you may be in the minority (other opinions?). The time cost of switching is real (if you've got portfolio set up, and are used to e.g. quote.yahoo.com's services), and the groove is deep for many people. OTOH, if a site such as Quicken were smart enough to somehow automatically convert your portfolio data, the switch is much easier (don't tell me they're doing that -- I'll caught off guard!). Randy

To: Techie who wrote (24902)	11/7/1998 8:46:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

Hello Techie! I've been a big fan of ours for over two years now - first at the tail end of your Amati stint, and foremost during your stay at Tech Anal for Shorts and Longs.... Still pissed at CA, LV, AZ or whatever the f#@k his name was for harassing you when your oven caught on fire! At any rate, just want to mention that you are always welcome here. In fact, were you to choose to make this home, I for one would feel priviledged. It's a cool crowd. Join us more regularly! Rob