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

To: cellhigh who wrote (26765)	11/18/1998 3:41:00 PM
From: Chris Odom	Read Replies (1) \| Respond to of 164684

Market is currently valuing this company at over 8 BILLION !! That's some unreasonable expectations.

To: cellhigh who wrote (26765)	11/18/1998 5:14:00 PM
From: Randy Ellingson	Read Replies (3) \| Respond to of 164684

cellhigh- Glenn has been on the bearish side of AMZN, and has at times shorted them for a loss. For my investment style (which seems to differ from yours), Glenn has been very helpful both here and on TMF boards. And I hope that we have helped each other with new points to consider. Glenn is the epitome of generosity and grace when it comes to providing his thoughts and conclusions as well as when arguing against those of others. All snotty bulls and bears (especially those with 'you are crazy to do this' or 'no way this stock can go higher (or lower)' messages) should attempt an equally constructive approach. I don't believe that I can short-term the market myself, but that's not to say others can't. Everyone can (and should always try to) learn new things in new ways. Five years from now, when Amazon.com has either: (a) justified what today is an inconceivable market cap; (b) dropped back into the bucket of muddy water with so many other failed (or mediocre) companies; or (c) done something in between, Glenn and I and many others will have learned along the way whether what we are thinking today made sense from that future perspective. In general, I think Glenn has done enough thinking about Amazon so that he knows the company, their business, and their financials very well. The market has diverged from his opinion thus far, but he could be "right" again in a month. Or he could change his mind. Not that I think he should or should not -- I'll argue my side, but what others do is up to them, and they should be allowed to do that without others whining self-righteously. Randy

To: cellhigh who wrote (26765)	11/19/1998 9:59:00 AM
From: Glenn D. Rudolph	Respond to of 164684

AMZN: BANCBOSTON RS increased estimate for fiscal year ending 12/99 from $-2.40 to $-1.86 on 11/17/98 AMZN: BANCBOSTON RS increased estimate for quarter ending 03/99 from $-0.61 to $-0.55 on 11/17/98 AMZN: BANCBOSTON RS increased estimate for quarter ending 06/99 from $-0.63 to $-0.49 on 11/17/98 AMZN: BANCBOSTON RS increased estimate for quarter ending 09/99 from $-0.64 to $-0.43 on 11/17/98 AMZN: BANCBOSTON RS increased estimate for quarter ending 12/99 from $-0.51 to $-0.39 on 11/17/98