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

To: Tom D who wrote (27603)	11/21/1998 8:39:00 PM
From: cellhigh	Read Replies (1) \| Respond to of 164684

AND ON TOP OF ALL THAT,is'nt there a better short target out there? i mean, when your wrong on this one you pay in spades. im starting to think the shorts aRE THE GREEDY ONES. wishing for the big payoff. my point is there are definetly better shorts to choose from. why play with matches?

To: Tom D who wrote (27603)	11/21/1998 8:43:00 PM
From: John O'Neill	Read Replies (2) \| Respond to of 164684

<<There is a staggering amount of money that is going to leave these stocks soon and try to find a new home. The demand for large-cap liquid internet stocks will continue to greatly exceed the supply in 1999.>> If Trillions of $$ are going to exit Dow stocks/etc due to their high multiples and go into internet stocks with little or negative earnings I'm going to seriously consider liquidation my real estate holdings (I've been thinking about this for some time)). If this kind of market thinking persists, the pop of the bubble will surely be truly devastating. Maybe AMZN at $ 10 million/ share could aborb a very small amount of this money. But where would consumers get any money to buy their stuff...? we'd all be broke after the bubble broke...

To: Tom D who wrote (27603)	11/21/1998 9:15:00 PM
From: Robert Rose	Read Replies (2) \| Respond to of 164684

<Large cap stocks are expected to have a 4-5% increase in earnings in 1999. Their PE is around 25. There is a staggering amount of money that is going to leave these stocks soon and try to find a new home. The demand for large-cap liquid internet stocks will continue to greatly exceed the supply in 1999. > Interesting observation, Tom. I have been viewing 1999 as great for the internets largely because of fundamental factors regarding that sector. To then place the internets within the context of macro economic forces is very helpful. Rob

To: Tom D who wrote (27603)	11/22/1998 7:06:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 164684

Don't believe me or Tom D. Instead, read the latest 10Qs and Form 144s or insider trading service reports that compile these to see what insiders are doing. Absolutely don't trust me or anyone else to give you the correct information or advice - everyone has their own objectives and stock positions to influence what they post. I submit that the proof is clear and Tom D is full of hot air with something funny in it if he continues to deny that CMG has registered their shares for sale along with several other insiders. -------- When is it best to buy? When circumstances are increasing the awarneness of the stock and increasing the story behind it. Amazon has made several announcements recently that just happen to coincide with insiders who are selling about 3 million shares. OK, let's just say that's just a coincidence that has nothing to do with the announcements. That fact remains that Amazon has ben rising along with the Internet sector to the point that even most ardent bulls shake their heads wondering "how can XYZ company be valued at X when they are a] hardly selling anything. b] don't have prospects for profits in the next few years, c] hardly have enough tangible assets to maintain an Internet listing. Let's say that Amazon is an exception to the group and will fullfil their plan to grow market share and profits. I submit that Amazon will remain volatile, as last Thursday's quick sell-off indicates, and that profits can quickly turn into break-even or losses. Maybe that will only be temporary, but maybe "temporary" will last for 6 months or a year until profits at least look more certain and the competition is better understood. So for those who want to buy into what they expect will be one of the premier Internet companies in the future, is buying at the height of the recent run-up the best thing to do or is waiting for the inevitable pull-back? If you don't think Amazon.com will pull back from this height, I suggest a look at the chart - each and every time the stock has moved up as much it has pulled back significantly.