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


To: MoonBrother who wrote (26545)11/17/1998 10:33:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164685
 
This type of comparison is pointless. While AMZN is considered as an e-commerce
proxy which represents an unlimited bright future, FD is in a matured retail business that
has all but none future growth to talk about, how can you compare these two? If you
want to short AMZN just because AMZN doesn't have 3.8b revenue yet, go ahead and do
it. Nobody stops you. At least I don't.


MoonBrother,

I never made the comparison. I just asked where you obtained your growth rate numbers. You did not answer.

Glenn



To: MoonBrother who wrote (26545)11/17/1998 10:38:00 PM
From: Techie  Read Replies (1) | Respond to of 164685
 
Moon, isn't the point of growth to get to higher sales at some point in the future? FD is already there. By the time AMZN gets to FD's sales level (I'm sure we would agree that's at least 5 years out) their growth would be no better than FD's. IF that level of sales is worth only 8.6B in market cap, use your math to do some discounting to arrive at a fair market cap for AMZN.