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

To: 16yearcycle who wrote (27355)	11/20/1998 11:48:00 AM
From: Leman	Respond to of 164684

Internet by: NDirish_i (M/Memphis, TN) 1053 of 1054 I visited the BAMM web page the other day. It was so terrible that I had to write an e-mail telling them. I told them that their web page was a disgrace and that it reflected the quality of their sorry company. But, I got a reply that they will be unveiling their new "better than Amazon" web page. If it is like they do most things, That is the big news they have.

To: 16yearcycle who wrote (27355)	11/20/1998 11:54:00 AM
From: Mike M	Read Replies (2) \| Respond to of 164684

Actually that is very good counsel...I saw it once the day PRST hit 200.... But part of the problem with your logic is the what if.... #1 I doubt they are on pace for $350M but, giving you the benefit of the doubt, say you are correct....How then do you factor in the seasonality of their business...Suddenly, we are talking about a company that is not likely to see sequential growth... This quarter is the Xmas season not expected to be the greatest one ever but still most retailers will grant you that it makes or breaks them... So where does Mr Bezos go to experience this sequential growth that you are proposing, next quarter?...Many retailers expect 50-60% of their business during the Xmas season... I think this is why Glenn and other see a bleak picture for NZMA as we delve into the 1st quarter next year.... Can't say I disagree....Just maybe the insiders see that handwriting on the wall. But, Mr B has fooled us before, and as long as the financial market-place buys into the story the shorts will have to mind their P's and Q's.... Regards, Mike

To: 16yearcycle who wrote (27355)	11/20/1998 12:01:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

Anyone who is short should find an easier game than this. When growth tales off, that will be the time to short, even after a stock downturn has started. > Eugene, I must agree with you. It's like wading against the ebb and flow of an incoming tide. Sure there are times when you are going with the flow, but not as often as when you are fighting against it. The more nimble on this thread seem to be making money shorting or shorting/longing, but other than those few folks, the longs/bulls seem to be winning the game overall. By the way, I sold a number of positions this morning. Will post the results when I have the chance. Rob

To: 16yearcycle who wrote (27355)	11/20/1998 12:14:00 PM
From: Rob S.	Respond to of 164684

I agree, the sector will likely remain very hot for several quarters and Amazon's growth is likely to continue at a rapid pace for at least two more quarters. However, the stock and sector moves savagely between extremes and it is now to the over-bought extreme. Does anyone know with absolute certainty when a major pull-back will occur? Of course not. When a major period of stock registrations and announcements has taken place that coincide with the over-bought condition, the pattern almost always leads to a sell off. Timing is by no means certain, but the chances of being able to sell now and buy cheaper after options expiration and after the split are very good, IMO.